EWA
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EverSource Wealth Advisors’s Snap-on SNA Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$187K Buy
515
+87
+20% +$32.2K 0.01% 1093
2025
Q4 		$148K Sell
428
-105
-20% -$35.9K 0.01% 1107
2025
Q3 		$185K Buy
533
+69
+15% +$22.6K 0.01% 945
2025
Q2 		$144K Buy
464
+233
+101% +$74.1K 0.01% 1014
2025
Q1 		$77.9K Buy
231
+2
+0.9% +$680 ﹤0.01% 1011
2024
Q4 		$77.6K Buy
229
+80
+54% +$27K ﹤0.01% 997
2024
Q3 		$43.2K Hold
149
– – ﹤0.01% 1130
2024
Q2 		$42.8K Buy
149
+18
+14% +$4.94K ﹤0.01% 1162
2024
Q1 		$35.1K Sell
131
-3
-2% -$852 ﹤0.01% 1122
2023
Q4 		$38.7K Sell
134
-13
-9% -$3.51K ﹤0.01% 997
2023
Q3 		$37.5K Buy
147
+4
+3% +$1.08K ﹤0.01% 920
2023
Q2 		$41.2K Buy
143
+51
+55% +$13.2K ﹤0.01% 914
2023
Q1 		$22.7K Buy
92
+1
+1% +$244 ﹤0.01% 1034
2022
Q4 		$20.8K Hold
91
– – ﹤0.01% 1057
2022
Q3 		$18K Buy
91
+58
+176% +$12.5K ﹤0.01% 940
2022
Q2 		$6K Buy
33
+7
+27% +$1.49K ﹤0.01% 1220
2022
Q1 		$5K Buy
26
+9
+53% +$1.9K ﹤0.01% 1289
2021
Q4 		$4K Buy
+17
New +$3.63K ﹤0.01% 1357

Other funds holding SNA

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

EverSource Wealth Advisors's SNA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Snap-on (SNA) stake by 20% in Q1 2026, buying an estimated $32.2K and bringing the position to 515 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #1093.

EverSource Wealth Advisors first reported a position in SNA in Q4 2021 and has held it in 18 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • EverSource Wealth Advisors held 515 shares of Snap-on worth $187K as of Q1 2026.
  • EverSource Wealth Advisors bought 87 Snap-on shares in Q1 2026, an estimated $32.2K.
  • Snap-on made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1093 holding.
  • EverSource Wealth Advisors first reported a position in Snap-on in Q4 2021 and has held it in 18 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.