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Forum Financial Management’s Snowflake SNOW Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-2,282
Closed -$500K – 887
2025
Q4 		$500K Buy
2,282
+35
+2% +$8.54K 0.01% 471
2025
Q3 		$507K Buy
2,247
+279
+14% +$59.9K 0.01% 450
2025
Q2 		$440K Sell
1,968
-208
-10% -$37.6K 0.01% 468
2025
Q1 		$318K Buy
2,176
+115
+6% +$19.5K 0.01% 565
2024
Q4 		$318K Sell
2,061
-1,242
-38% -$175K 0.01% 579
2024
Q3 		$379K Buy
+3,303
New +$406K 0.01% 418

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Forum Financial Management sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 2,282 shares — an estimated $500K sold.

Forum Financial Management first reported a position in SNOW in Q3 2024 and held it in 6 quarters. The position peaked at $507K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Forum Financial Management reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,282 Snowflake shares in Q1 2026, an estimated $500K.
  • Forum Financial Management first reported a position in Snowflake in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Snowflake position peaked at $507K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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