Grant Private Wealth Management’s Snowflake SNOW Stock Holding History

Grant Private Wealth 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	$609K	Sell	2,392 -5,053	-68%	-$930K	0.26%	77
2026 Q1	$1.12M	Sell	7,445 -229	-3%	-$42.4K	0.6%	36
2025 Q4	$1.68M	Sell	7,674 -30	-0.4%	-$7.32K	1.02%	25
2025 Q3	$1.74M	Buy	+7,704	New	+$1.65M	1.07%	22
2025 Q2	–	Sell	-2,866	Closed	-$419K	–	133
2025 Q1	$419K	Sell	2,866 -230	-7%	-$39K	0.45%	59
2024 Q4	$487K	Buy	+3,096	New	+$436K	0.53%	49

Other funds holding SNOW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Grant Private Wealth Management's SNOW Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Snowflake (SNOW) stake by 68% in Q2 2026, selling an estimated $930K and leaving 2,392 shares worth $609K. The position accounts for 0.26% of the portfolio, ranked #77.

Grant Private Wealth Management first reported a position in SNOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q3 2025. 184 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Grant Private Wealth Management held 2,392 shares of Snowflake worth $609K as of Q2 2026.
Grant Private Wealth Management sold 5,053 Snowflake shares in Q2 2026, an estimated $930K.
Snowflake made up 0.26% of Grant Private Wealth Management's portfolio in Q2 2026, its #77 holding.
Grant Private Wealth Management first reported a position in Snowflake in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Snowflake position peaked at $1.74M in Q3 2025.
184 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.