EWA
SNA icon

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
Q2 		$149K Sell
370
-145
-28% -$54.8K 0.01% 1171
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's SNA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Snap-on (SNA) stake by 28% in Q2 2026, selling an estimated $54.8K and leaving 370 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #1171.

EverSource Wealth Advisors first reported a position in SNA in Q4 2021 and has held it in 19 quarters since. The position peaked at $187K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • EverSource Wealth Advisors held 370 shares of Snap-on worth $149K as of Q2 2026.
  • EverSource Wealth Advisors sold 145 Snap-on shares in Q2 2026, an estimated $54.8K.
  • Snap-on made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1171 holding.
  • EverSource Wealth Advisors first reported a position in Snap-on in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Snap-on position peaked at $187K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.