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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
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 $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

GeoWealth Management's SNOW Position: Q1 2026 in Review

GeoWealth Management increased its Snowflake (SNOW) stake by 35% in Q1 2026, buying an estimated $51.8K and bringing the position to 1,091 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #760.

GeoWealth Management first reported a position in SNOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $297K in Q1 2024. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • GeoWealth Management held 1,091 shares of Snowflake worth $165K as of Q1 2026.
  • GeoWealth Management bought 280 Snowflake shares in Q1 2026, an estimated $51.8K.
  • Snowflake made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #760 holding.
  • GeoWealth Management first reported a position in Snowflake in Q4 2023 and has held it in 9 quarters since.
  • GeoWealth Management's Snowflake position peaked at $297K in Q1 2024.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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