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Focused Wealth Management’s Snowflake SNOW Stock Holding History

Focused Wealth Management’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
2025
Q4 		– Sell
-1,000
Closed -$226K – 239
2025
Q3 		$226K Buy
+1,000
New +$215K 0.02% 172
2024
Q4 		– Sell
-4,000
Closed -$459K – 248
2024
Q3 		$459K Buy
+4,000
New +$492K 0.06% 115

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Focused Wealth Management's SNOW Position: Q1 2026 in Review

Focused Wealth Management opened a new position in Snowflake (SNOW) in Q1 2026: 1,602 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in SNOW as recently as Q3 2025.

Focused Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 15 quarters since. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Focused Wealth Management held 1,602 shares of Snowflake worth $242K as of Q1 2026.
  • Snowflake was a new Focused Wealth Management position in Q1 2026.
  • Snowflake made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Focused Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 15 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.