GIM
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Goelzer Investment Management’s Snap-on SNA Stock Holding History

Goelzer Investment 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 		$644K Hold
1,601
– – 0.03% 215
2026
Q1 		$582K Hold
1,601
– – 0.03% 216
2025
Q4 		$552K Sell
1,601
-15
-0.9% -$5.13K 0.03% 210
2025
Q3 		$560K Buy
1,616
+15
+0.9% +$4.91K 0.03% 181
2025
Q2 		$498K Hold
1,601
– – 0.03% 185
2025
Q1 		$540K Sell
1,601
-27
-2% -$9.18K 0.03% 177
2024
Q4 		$553K Buy
1,628
+27
+2% +$9.11K 0.03% 171
2024
Q3 		$464K Hold
1,601
– – 0.03% 183
2024
Q2 		$418K Hold
1,601
– – 0.02% 188
2024
Q1 		$474K Hold
1,601
– – 0.03% 186
2023
Q4 		$462K Hold
1,601
– – 0.03% 185
2023
Q3 		$408K Hold
1,601
– – 0.03% 186
2023
Q2 		$461K Hold
1,601
– – 0.04% 184
2023
Q1 		$395K Hold
1,601
– – 0.03% 193
2022
Q4 		$366K Sell
1,601
-94
-6% -$21.2K 0.03% 204
2022
Q3 		$341K Buy
1,695
+70
+4% +$15.1K 0.03% 199
2022
Q2 		$320K Buy
1,625
+24
+1% +$5.11K 0.03% 195
2022
Q1 		$329K Buy
+1,601
New +$338K 0.03% 196

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Goelzer Investment Management's SNA Position: Q2 2026 in Review

Goelzer Investment Management held its Snap-on (SNA) position steady in Q2 2026 at 1,601 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #215.

Goelzer Investment Management first reported a position in SNA in Q1 2022 and has held it in 18 quarters since. 304 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Goelzer Investment Management held 1,601 shares of Snap-on worth $644K as of Q2 2026.
  • Goelzer Investment Management left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #215 holding.
  • Goelzer Investment Management first reported a position in Snap-on in Q1 2022 and has held it in 18 quarters since.
  • 304 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.