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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
Q2 		$218K Buy
541
+14
+3% +$5.29K 0.01% 761
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 $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

GeoWealth Management's SNA Position: Q2 2026 in Review

GeoWealth Management increased its Snap-on (SNA) stake by 2.7% in Q2 2026, buying an estimated $5.29K and bringing the position to 541 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #761.

GeoWealth Management first reported a position in SNA in Q3 2024 and has held it in 6 quarters since. The position peaked at $350K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • GeoWealth Management held 541 shares of Snap-on worth $218K as of Q2 2026.
  • GeoWealth Management bought 14 Snap-on shares in Q2 2026, an estimated $5.29K.
  • Snap-on made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #761 holding.
  • GeoWealth Management first reported a position in Snap-on in Q3 2024 and has held it in 6 quarters since.
  • GeoWealth Management's Snap-on position peaked at $350K in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.