GoalVest Advisory’s Snap-on SNA Stock Holding History

GoalVest Advisory’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	$35.8K	Buy	89 +8	+10%	+$3.02K	0.01%	242
2026 Q1	$29.4K	Hold	81	–	–	0.01%	281
2025 Q4	$27.9K	Buy	+81	New	+$27.7K	0.01%	304
2022 Q2	–	Sell	-1	Closed	–	–	508
2022 Q1	$0	Buy	+1	New	+$211	﹤0.01%	489

Other funds holding SNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GoalVest Advisory's SNA Position: Q2 2026 in Review

GoalVest Advisory increased its Snap-on (SNA) stake by 9.9% in Q2 2026, buying an estimated $3.02K and bringing the position to 89 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #242.

GoalVest Advisory first reported a position in SNA in Q1 2022 and has held it in 4 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

GoalVest Advisory held 89 shares of Snap-on worth $35.8K as of Q2 2026.
GoalVest Advisory bought 8 Snap-on shares in Q2 2026, an estimated $3.02K.
Snap-on made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #242 holding.
GoalVest Advisory first reported a position in Snap-on in Q1 2022 and has held it in 4 quarters since.
1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.