FWM
SNOW icon

Forza Wealth Management’s Snowflake SNOW Stock Holding History

Forza 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
2026
Q2 		$299K Buy
+1,176
New +$216K 0.09% 165
2026
Q1 		– Sell
-1,176
Closed -$258K – 191
2025
Q4 		$258K Hold
1,176
– – 0.09% 168
2025
Q3 		$265K Hold
1,176
– – 0.1% 167
2025
Q2 		$263K Buy
+1,176
New +$213K 0.11% 170
2024
Q1 		– Sell
-1,177
Closed -$234K – 175
2023
Q4 		$234K Buy
+1,177
New +$199K 0.13% 153
2023
Q3 		– Sell
-1,177
Closed -$207K – 187
2023
Q2 		$207K Buy
+1,177
New +$191K 0.1% 177

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 $3.37T AUM 44.26% 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

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

Forza Wealth Management opened a new position in Snowflake (SNOW) in Q2 2026: 1,176 shares worth $299K. The stake represents 0.09% of the portfolio and ranks #165 among its holdings. This is a return to the name: Forza Wealth Management previously reported a position in SNOW as recently as Q4 2025.

Forza Wealth Management first reported a position in SNOW in Q2 2023 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Forza Wealth Management held 1,176 shares of Snowflake worth $299K as of Q2 2026.
  • Snowflake was a new Forza Wealth Management position in Q2 2026.
  • Snowflake made up 0.09% of Forza Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Forza Wealth Management first reported a position in Snowflake in Q2 2023 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.