Evercore Wealth Management’s Snowflake SNOW Stock Holding History

Evercore Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,326	Closed	-$297K	–	424
2025 Q2	$297K	Buy	+1,326	New	+$240K	﹤0.01%	339
2025 Q1	–	Sell	-1,326	Closed	-$205K	–	432
2024 Q4	$205K	Buy	+1,326	New	+$187K	﹤0.01%	397
2024 Q2	–	Sell	-1,326	Closed	-$214K	–	431
2024 Q1	$214K	Hold	1,326	–	–	﹤0.01%	396
2023 Q4	$264K	Hold	1,326	–	–	﹤0.01%	368
2023 Q3	$203K	Sell	1,326 -7	-0.5%	-$1.14K	﹤0.01%	385
2023 Q2	$235K	Sell	1,333 -138	-9%	-$22.4K	﹤0.01%	375
2023 Q1	$227K	Buy	+1,471	New	+$216K	﹤0.01%	368
2022 Q4	–	Sell	-1,337	Closed	-$227K	–	407
2022 Q3	$227K	Buy	+1,337	New	+$221K	0.01%	357
2022 Q2	–	Sell	-1,228	Closed	-$281K	–	427
2022 Q1	$281K	Sell	1,228 -2	-0.2%	-$517	0.01%	363
2021 Q4	$417K	Hold	1,230	–	–	0.01%	310
2021 Q3	$372K	Buy	+1,230	New	+$350K	0.01%	325

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Evercore Wealth Management's SNOW Position: Q3 2025 in Review

Evercore Wealth Management sold out of Snowflake (SNOW) in Q3 2025, closing a stake of 1,326 shares — an estimated $297K sold.

Evercore Wealth Management first reported a position in SNOW in Q3 2021 and held it in 11 quarters. The position peaked at $417K in Q4 2021. 1,343 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

Evercore Wealth Management reported no remaining Snowflake position as of Q3 2025 after selling out during the quarter.
Evercore Wealth Management sold 1,326 Snowflake shares in Q3 2025, an estimated $297K.
Evercore Wealth Management first reported a position in Snowflake in Q3 2021 and held it in 11 quarters.
Evercore Wealth Management's Snowflake position peaked at $417K in Q4 2021.
1,343 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on Evercore Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.