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Everhart Financial Group’s Snowflake SNOW Stock Holding History

Everhart Financial Group’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
2026
Q2 		$553K Sell
2,173
-713
-25% -$131K 0.04% 263
2026
Q1 		$435K Buy
2,886
+471
+20% +$87.2K 0.04% 299
2025
Q4 		$530K Buy
2,415
+237
+11% +$57.8K 0.05% 251
2025
Q3 		$491K Buy
2,178
+470
+28% +$101K 0.05% 250
2025
Q2 		$382K Buy
+1,708
New +$309K 0.04% 261

Other funds holding SNOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's SNOW Position: Q2 2026 in Review

Everhart Financial Group reduced its Snowflake (SNOW) stake by 25% in Q2 2026, selling an estimated $131K and leaving 2,173 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #263.

Everhart Financial Group first reported a position in SNOW in Q2 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Everhart Financial Group held 2,173 shares of Snowflake worth $553K as of Q2 2026.
  • Everhart Financial Group sold 713 Snowflake shares in Q2 2026, an estimated $131K.
  • Snowflake made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #263 holding.
  • Everhart Financial Group first reported a position in Snowflake in Q2 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.