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Forvis Mazars Wealth Advisors’s Snap-on SNA Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.76M Sell
4,853
-28
-0.6% -$10.4K 0.03% 163
2025
Q4 		$1.68M Buy
4,881
+186
+4% +$63.6K 0.03% 165
2025
Q3 		$1.63M Buy
4,695
+78
+2% +$25.5K 0.03% 170
2025
Q2 		$1.44M Buy
4,617
+10
+0.2% +$3.18K 0.03% 180
2025
Q1 		$1.55M Buy
4,607
+32
+0.7% +$10.9K 0.04% 173
2024
Q4 		$1.55M Sell
4,575
-4
-0.1% -$1.35K 0.04% 180
2024
Q3 		$1.33M Buy
4,579
+4
+0.1% +$1.1K 0.03% 195
2024
Q2 		$1.2M Hold
4,575
– – 0.03% 197
2024
Q1 		$1.36M Hold
4,575
– – 0.03% 191
2023
Q4 		$1.32M Hold
4,575
– – 0.04% 185
2023
Q3 		$1.17M Hold
4,575
– – 0.04% 191
2023
Q2 		$1.32M Hold
4,575
– – 0.04% 195
2023
Q1 		$1.13M Hold
4,575
– – 0.04% 190
2022
Q4 		$1.05M Sell
4,575
-45
-1% -$10.2K 0.04% 197
2022
Q3 		$930K Sell
4,620
-75
-2% -$16.2K 0.04% 195
2022
Q2 		$925K Buy
4,695
+120
+3% +$25.6K 0.04% 192
2022
Q1 		$940K Hold
4,575
– – 0.04% 147
2021
Q4 		$985K Hold
4,575
– – 0.04% 139
2021
Q3 		$956K Hold
4,575
– – 0.04% 136
2021
Q2 		$1.02M Sell
4,575
-516
-10% -$124K 0.05% 134
2021
Q1 		$1.18M Sell
5,091
-5,176
-50% -$1.02M 0.06% 124
2020
Q4 		$1.76M Buy
10,267
+34
+0.3% +$5.68K 0.09% 105
2020
Q3 		$1.51M Sell
10,233
-3,394
-25% -$493K 0.09% 110
2020
Q2 		$1.89M Sell
13,627
-36
-0.3% -$4.57K 0.12% 88
2020
Q1 		$1.49M Buy
+13,663
New +$2.02M 0.12% 89

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

Forvis Mazars Wealth Advisors's SNA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Snap-on (SNA) stake by 0.57% in Q1 2026, selling an estimated $10.4K and leaving 4,853 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #163.

Forvis Mazars Wealth Advisors first reported a position in SNA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.89M in Q2 2020. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 4,853 shares of Snap-on worth $1.76M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 28 Snap-on shares in Q1 2026, an estimated $10.4K.
  • Snap-on made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Snap-on in Q1 2020 and has held it in 25 quarters since.
  • Forvis Mazars Wealth Advisors's Snap-on position peaked at $1.89M in Q2 2020.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.