EWA
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EverSource Wealth Advisors’s Snowflake SNOW Stock Holding History

EverSource Wealth Advisors’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 		$972K Sell
3,819
-6,810
-64% -$1.25M 0.03% 362
2026
Q1 		$1.6M Sell
10,629
-3,635
-25% -$673K 0.05% 260
2025
Q4 		$3.13M Buy
14,264
+3,042
+27% +$743K 0.12% 145
2025
Q3 		$2.53M Buy
11,222
+1,753
+19% +$376K 0.1% 152
2025
Q2 		$2.12M Buy
9,469
+3,683
+64% +$666K 0.1% 157
2025
Q1 		$846K Buy
5,786
+1,314
+29% +$223K 0.05% 278
2024
Q4 		$690K Buy
4,472
+21
+0.5% +$2.96K 0.04% 307
2024
Q3 		$511K Sell
4,451
-4,105
-48% -$505K 0.03% 321
2024
Q2 		$1.12M Buy
8,556
+8,091
+1,740% +$1.19M 0.07% 204
2024
Q1 		$72.1K Buy
465
+108
+30% +$20.9K 0.01% 836
2023
Q4 		$71K Buy
357
+119
+50% +$20.1K 0.01% 765
2023
Q3 		$36.4K Sell
238
-3
-1% -$488 ﹤0.01% 931
2023
Q2 		$42.4K Sell
241
-155
-39% -$25.2K ﹤0.01% 901
2023
Q1 		$61.1K Sell
396
-145
-27% -$21.3K 0.01% 716
2022
Q4 		$77.7K Buy
541
+117
+28% +$17.9K 0.01% 598
2022
Q3 		$73K Buy
424
+362
+584% +$59.9K 0.02% 530
2022
Q2 		$8K Buy
+62
New +$9.82K ﹤0.01% 1130
2022
Q1 		– Sell
-27
Closed -$9K – 1832
2021
Q4 		$9K Buy
+27
New +$9.41K ﹤0.01% 1017

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Snowflake (SNOW) stake by 64% in Q2 2026, selling an estimated $1.25M and leaving 3,819 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #362.

EverSource Wealth Advisors first reported a position in SNOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.13M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • EverSource Wealth Advisors held 3,819 shares of Snowflake worth $972K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,810 Snowflake shares in Q2 2026, an estimated $1.25M.
  • Snowflake made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #362 holding.
  • EverSource Wealth Advisors first reported a position in Snowflake in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Snowflake position peaked at $3.13M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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