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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 $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 $3.38T AUM 44.17% 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

Focused Wealth Management's SNOW Position: Q2 2026 in Review

Focused Wealth Management increased its Snowflake (SNOW) stake by 38% in Q2 2026, buying an estimated $111K and bringing the position to 2,204 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #124.

Focused Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 16 quarters since. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Focused Wealth Management held 2,204 shares of Snowflake worth $561K as of Q2 2026.
  • Focused Wealth Management bought 602 Snowflake shares in Q2 2026, an estimated $111K.
  • Snowflake made up 0.05% of Focused Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Focused Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 16 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.