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HB Wealth Management’s Snowflake SNOW Stock Holding History

HB 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 		$2.36M Buy
9,278
+371
+4% +$68.3K 0.01% 432
2026
Q1 		$1.34M Buy
8,907
+2,077
+30% +$384K 0.01% 562
2025
Q4 		$1.5M Buy
6,830
+829
+14% +$202K 0.01% 495
2025
Q3 		$1.35M Buy
6,001
+2,338
+64% +$502K 0.01% 528
2025
Q2 		$820K Sell
3,663
-281
-7% -$50.8K 0.01% 591
2025
Q1 		$576K Buy
3,944
+1,375
+54% +$233K ﹤0.01% 723
2024
Q4 		$397K Buy
+2,569
New +$362K ﹤0.01% 704
2024
Q3 		– Sell
-1,664
Closed -$225K – 1013
2024
Q2 		$225K Sell
1,664
-1,154
-41% -$170K ﹤0.01% 811
2024
Q1 		$455K Buy
2,818
+540
+24% +$105K 0.01% 533
2023
Q4 		$453K Sell
2,278
-44
-2% -$7.44K 0.01% 489
2023
Q3 		$355K Buy
2,322
+281
+14% +$45.8K 0.01% 526
2023
Q2 		$359K Buy
2,041
+480
+31% +$78K 0.01% 498
2023
Q1 		$241K Sell
1,561
-196
-11% -$28.7K ﹤0.01% 607
2022
Q4 		$252K Buy
+1,757
New +$268K ﹤0.01% 571
2022
Q1 		– Sell
-623
Closed -$211K – 615
2021
Q4 		$211K Buy
+623
New +$217K ﹤0.01% 479

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HB Wealth Management's SNOW Position: Q2 2026 in Review

HB Wealth Management increased its Snowflake (SNOW) stake by 4.2% in Q2 2026, buying an estimated $68.3K and bringing the position to 9,278 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #432.

HB Wealth Management first reported a position in SNOW in Q4 2021 and has held it in 15 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • HB Wealth Management held 9,278 shares of Snowflake worth $2.36M as of Q2 2026.
  • HB Wealth Management bought 371 Snowflake shares in Q2 2026, an estimated $68.3K.
  • Snowflake made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #432 holding.
  • HB Wealth Management first reported a position in Snowflake in Q4 2021 and has held it in 15 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.