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Ethos Financial Group’s Snap-on SNA Stock Holding History

Ethos Financial Group’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,341
Closed -$455K – 519
2025
Q1 		$455K Hold
1,341
– – 0.04% 241
2024
Q4 		$455K Sell
1,341
-47
-3% -$15.9K 0.06% 167
2024
Q3 		$402K Buy
1,388
+88
+7% +$24.3K 0.07% 157
2024
Q2 		$340K Sell
1,300
-17
-1% -$4.67K 0.06% 180
2024
Q1 		$390K Buy
1,317
+196
+17% +$55.6K 0.07% 176
2023
Q4 		$324K Buy
+1,121
New +$303K 0.07% 188

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ethos Financial Group's SNA Position: Q2 2025 in Review

Ethos Financial Group sold out of Snap-on (SNA) in Q2 2025, closing a stake of 1,341 shares — an estimated $455K sold.

Ethos Financial Group first reported a position in SNA in Q4 2023 and held it in 6 quarters. The position peaked at $455K in Q1 2025. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Ethos Financial Group reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
  • Ethos Financial Group sold 1,341 Snap-on shares in Q2 2025, an estimated $455K.
  • Ethos Financial Group first reported a position in Snap-on in Q4 2023 and held it in 6 quarters.
  • Ethos Financial Group's Snap-on position peaked at $455K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.