GM
SNA icon

GeoWealth Management’s Snap-on SNA Stock Holding History

GeoWealth Management’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 		$192K Buy
+527
New +$195K 0.01% 737
2025
Q3 		– Sell
-191
Closed -$59.4K – 1156
2025
Q2 		$59.4K Sell
191
-76
-28% -$24.2K ﹤0.01% 910
2025
Q1 		$90K Sell
267
-764
-74% -$260K ﹤0.01% 807
2024
Q4 		$350K Buy
1,031
+710
+221% +$240K 0.01% 576
2024
Q3 		$93K Buy
+321
New +$88.5K ﹤0.01% 909

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

GeoWealth Management's SNA Position: Q1 2026 in Review

GeoWealth Management opened a new position in Snap-on (SNA) in Q1 2026: 527 shares worth $192K. The stake represents 0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in SNA as recently as Q2 2025.

GeoWealth Management first reported a position in SNA in Q3 2024 and has held it in 5 quarters since. The position peaked at $350K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • GeoWealth Management held 527 shares of Snap-on worth $192K as of Q1 2026.
  • Snap-on was a new GeoWealth Management position in Q1 2026.
  • Snap-on made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #737 holding.
  • GeoWealth Management first reported a position in Snap-on in Q3 2024 and has held it in 5 quarters since.
  • GeoWealth Management's Snap-on position peaked at $350K in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.