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Forum Financial Management’s Snap-on SNA Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,695
Closed -$584K – 884
2025
Q4 		$584K Buy
1,695
+158
+10% +$54K 0.01% 411
2025
Q3 		$533K Sell
1,537
-2
-0.1% -$655 0.01% 433
2025
Q2 		$479K Buy
1,539
+3
+0.2% +$954 0.01% 432
2025
Q1 		$518K Sell
1,536
-5
-0.3% -$1.7K 0.01% 355
2024
Q4 		$523K Hold
1,541
– – 0.01% 366
2024
Q3 		$446K Sell
1,541
-87
-5% -$24K 0.01% 367
2024
Q2 		$426K Buy
1,628
+2
+0.1% +$549 0.01% 352
2024
Q1 		$482K Sell
1,626
-1
-0.1% -$284 0.01% 333
2023
Q4 		$470K Buy
1,627
+1
+0.1% +$270 0.01% 303
2023
Q3 		$415K Hold
1,626
– – 0.01% 332
2023
Q2 		$469K Buy
1,626
+293
+22% +$75.9K 0.01% 310
2023
Q1 		$329K Hold
1,333
– – 0.01% 373
2022
Q4 		$305K Hold
1,333
– – 0.01% 389
2022
Q3 		$268K Hold
1,333
– – 0.01% 379
2022
Q2 		$263K Hold
1,333
– – 0.01% 408
2022
Q1 		$273K Buy
1,333
+100
+8% +$21.1K 0.01% 442
2021
Q4 		$266K Buy
+1,233
New +$263K 0.01% 473

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Forum Financial Management's SNA Position: Q1 2026 in Review

Forum Financial Management sold out of Snap-on (SNA) in Q1 2026, closing a stake of 1,695 shares — an estimated $584K sold.

Forum Financial Management first reported a position in SNA in Q4 2021 and held it in 17 quarters. The position peaked at $584K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Forum Financial Management reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,695 Snap-on shares in Q1 2026, an estimated $584K.
  • Forum Financial Management first reported a position in Snap-on in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Snap-on position peaked at $584K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.