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Evolve Private Wealth’s Snap-on SNA Stock Holding History

Evolve Private Wealth’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 		$4.33M Sell
10,756
-570
-5% -$215K 0.26% 69
2026
Q1 		$4.11M Sell
11,326
-98
-0.9% -$36.3K 0.22% 77
2025
Q4 		$3.94M Buy
+11,424
New +$3.91M 0.23% 78

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 $3.37T AUM 44.26% 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

Evolve Private Wealth's SNA Position: Q2 2026 in Review

Evolve Private Wealth reduced its Snap-on (SNA) stake by 5% in Q2 2026, selling an estimated $215K and leaving 10,756 shares worth $4.33M. The position accounts for 0.26% of the portfolio, ranked #69.

Evolve Private Wealth first reported a position in SNA in Q4 2025 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Evolve Private Wealth held 10,756 shares of Snap-on worth $4.33M as of Q2 2026.
  • Evolve Private Wealth sold 570 Snap-on shares in Q2 2026, an estimated $215K.
  • Snap-on made up 0.26% of Evolve Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Evolve Private Wealth first reported a position in Snap-on in Q4 2025 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.