Evermay Wealth Management’s Snowflake SNOW Stock Holding History

Evermay 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
2026 Q1	$7.84K	Hold	52	–	–	﹤0.01%	477
2025 Q4	$11.4K	Sell	52 -20	-28%	-$4.88K	﹤0.01%	432
2025 Q3	$16.2K	Hold	72	–	–	﹤0.01%	408
2025 Q2	$16.1K	Hold	72	–	–	﹤0.01%	403
2025 Q1	$10.5K	Hold	72	–	–	﹤0.01%	441
2024 Q4	$11.1K	Buy	72 +20	+38%	+$2.82K	﹤0.01%	439
2024 Q3	$5.97K	Sell	52 -562	-92%	-$69.1K	﹤0.01%	495
2024 Q2	$82.9K	Hold	614	–	–	0.01%	286
2024 Q1	$99.2K	Hold	614	–	–	0.02%	277
2023 Q4	$122K	Buy	614 +600	+4,286%	+$101K	0.02%	224
2023 Q3	$2.14K	Hold	14	–	–	﹤0.01%	496
2023 Q2	$2.46K	Hold	14	–	–	﹤0.01%	482
2023 Q1	$2.16K	Sell	14 -1	-7%	-$147	﹤0.01%	479
2022 Q4	$2.15K	Hold	15	–	–	﹤0.01%	492
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	468
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	480
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	477
2021 Q4	$5K	Buy	15 +14	+1,400%	+$4.88K	﹤0.01%	452
2021 Q3	$0	Sell	1 -240	-100%	-$68.3K	﹤0.01%	521
2021 Q2	$58K	Buy	+241	New	+$56.1K	0.01%	270

Other funds holding SNOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evermay Wealth Management's SNOW Position: Q1 2026 in Review

Evermay Wealth Management held its Snowflake (SNOW) position steady in Q1 2026 at 52 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Evermay Wealth Management first reported a position in SNOW in Q2 2021 and has held it in 20 quarters since. The position peaked at $122K in Q4 2023. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Evermay Wealth Management held 52 shares of Snowflake worth $7.84K as of Q1 2026.
Evermay Wealth Management left its Snowflake share count unchanged in Q1 2026.
Snowflake made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #477 holding.
Evermay Wealth Management first reported a position in Snowflake in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Snowflake position peaked at $122K in Q4 2023.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.