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Evolution Wealth Management’s Snap-on SNA Stock Holding History

Evolution Wealth Management’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
2025
Q3 		– Sell
-14
Closed -$4.45K – 675
2025
Q2 		$4.45K Buy
+14
New +$4.45K 0.01% 464

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Management's SNA Position: Q3 2025 in Review

Evolution Wealth Management sold out of Snap-on (SNA) in Q3 2025, closing a stake of 14 shares — an estimated $4.45K sold.

Evolution Wealth Management first reported a position in SNA in Q2 2025 and held it in 1 quarter. The position peaked at $4.45K in Q2 2025. 954 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

  • Evolution Wealth Management reported no remaining Snap-on position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 14 Snap-on shares in Q3 2025, an estimated $4.45K.
  • Evolution Wealth Management first reported a position in Snap-on in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Snap-on position peaked at $4.45K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.