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GeoWealth Management’s Snowflake SNOW Stock Holding History

GeoWealth 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 		$298K Buy
1,172
+81
+7% +$14.9K 0.01% 655
2026
Q1 		$165K Buy
1,091
+280
+35% +$51.8K 0.01% 760
2025
Q4 		$178K Sell
811
-257
-24% -$62.7K 0.01% 688
2025
Q3 		$241K Sell
1,068
-26
-2% -$5.58K 0.01% 644
2025
Q2 		$245K Buy
1,094
+14
+1% +$2.53K 0.01% 603
2025
Q1 		$158K Sell
1,080
-45
-4% -$7.64K 0.01% 712
2024
Q4 		$174K Buy
1,125
+384
+52% +$54.1K 0.01% 815
2024
Q3 		$85.1K Buy
+741
New +$91.1K ﹤0.01% 931
2024
Q2 		– Sell
-1,835
Closed -$297K – 941
2024
Q1 		$297K Buy
1,835
+626
+52% +$121K 0.01% 576
2023
Q4 		$240K Buy
+1,209
New +$204K 0.02% 462

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

GeoWealth Management's SNOW Position: Q2 2026 in Review

GeoWealth Management increased its Snowflake (SNOW) stake by 7.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,172 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #655.

GeoWealth Management first reported a position in SNOW in Q4 2023 and has held it in 10 quarters since. 1,462 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • GeoWealth Management held 1,172 shares of Snowflake worth $298K as of Q2 2026.
  • GeoWealth Management bought 81 Snowflake shares in Q2 2026, an estimated $14.9K.
  • Snowflake made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #655 holding.
  • GeoWealth Management first reported a position in Snowflake in Q4 2023 and has held it in 10 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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