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Forum Private Client Group’s Snap-on SNA Stock Holding History

Forum Private Client Group’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 		$678K Buy
1,686
+11
+0.7% +$4.16K 0.2% 44
2026
Q1 		$608K Buy
1,675
+11
+0.7% +$4.08K 0.2% 45
2025
Q4 		$573K Buy
1,664
+11
+0.7% +$3.76K 0.2% 48
2025
Q3 		$573K Buy
1,653
+11
+0.7% +$3.6K 0.2% 48
2025
Q2 		$511K Buy
1,642
+11
+0.7% +$3.5K 0.2% 47
2025
Q1 		$550K Buy
1,631
+10
+0.6% +$3.4K 0.24% 43
2024
Q4 		$550K Buy
1,621
+10
+0.6% +$3.38K 0.25% 42
2024
Q3 		$467K Hold
1,611
– – 0.21% 45
2024
Q2 		$421K Buy
+1,611
New +$442K 0.2% 48

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

Forum Private Client Group's SNA Position: Q2 2026 in Review

Forum Private Client Group increased its Snap-on (SNA) stake by 0.66% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,686 shares worth $678K. The position accounts for 0.2% of the portfolio, ranked #44.

Forum Private Client Group first reported a position in SNA in Q2 2024 and has held it in 9 quarters since. 1,059 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Forum Private Client Group held 1,686 shares of Snap-on worth $678K as of Q2 2026.
  • Forum Private Client Group bought 11 Snap-on shares in Q2 2026, an estimated $4.16K.
  • Snap-on made up 0.2% of Forum Private Client Group's portfolio in Q2 2026, its #44 holding.
  • Forum Private Client Group first reported a position in Snap-on in Q2 2024 and has held it in 9 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.