Greenline Wealth Management’s Snowflake SNOW Stock Holding History

Greenline 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 Q1	–	Sell	-131	Closed	-$28.7K	–	452
2025 Q4	$28.7K	Buy	+131	New	+$32K	0.03%	242

Other funds holding SNOW

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Greenline Wealth Management's SNOW Position: Q1 2026 in Review

Greenline Wealth Management sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 131 shares — an estimated $28.7K sold.

Greenline Wealth Management first reported a position in SNOW in Q4 2025 and held it in 1 quarter. The position peaked at $28.7K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Greenline Wealth Management reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 131 Snowflake shares in Q1 2026, an estimated $28.7K.
Greenline Wealth Management first reported a position in Snowflake in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Snowflake position peaked at $28.7K in Q4 2025.
1,285 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.