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Foundations Investment Advisors’s Snowflake SNOW Stock Holding History

Foundations Investment Advisors’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
-2,161
Closed -$474K – 1240
2025
Q4 		$474K Buy
+2,161
New +$527K 0.01% 730
2024
Q3 		– Sell
-10,909
Closed -$1.47M – 857
2024
Q2 		$1.47M Buy
10,909
+5,346
+96% +$790K 0.04% 276
2024
Q1 		$899K Sell
5,563
-572
-9% -$111K 0.02% 338
2023
Q4 		$1.23M Buy
6,135
+1,659
+37% +$281K 0.03% 279
2023
Q3 		$684K Buy
4,476
+43
+1% +$7K 0.02% 338
2023
Q2 		$780K Buy
4,433
+267
+6% +$43.4K 0.03% 294
2023
Q1 		$643K Buy
4,166
+990
+31% +$145K 0.02% 290
2022
Q4 		$456K Buy
3,176
+1,239
+64% +$189K 0.02% 293
2022
Q3 		$329K Sell
1,937
-1,653
-46% -$274K 0.01% 311
2022
Q2 		$553K Buy
3,590
+1,994
+125% +$316K 0.02% 214
2022
Q1 		$317K Buy
1,596
+391
+32% +$101K 0.01% 264
2021
Q4 		$370K Sell
1,205
-491
-29% -$171K 0.01% 239
2021
Q3 		$509K Buy
1,696
+346
+26% +$98.4K 0.02% 178
2021
Q2 		$364K Buy
+1,350
New +$314K 0.02% 210

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Foundations Investment Advisors's SNOW Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 2,161 shares — an estimated $474K sold.

Foundations Investment Advisors first reported a position in SNOW in Q2 2021 and held it in 14 quarters. The position peaked at $1.47M in Q2 2024. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,161 Snowflake shares in Q1 2026, an estimated $474K.
  • Foundations Investment Advisors first reported a position in Snowflake in Q2 2021 and held it in 14 quarters.
  • Foundations Investment Advisors's Snowflake position peaked at $1.47M in Q2 2024.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.