HWA
SNA icon

Heritage Wealth Advisors’s Snap-on SNA Stock Holding History

Heritage Wealth Advisors’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 		$37.8K Sell
94
-100
-52% -$37.8K ﹤0.01% 369
2026
Q1 		$70.5K Buy
+194
New +$71.9K ﹤0.01% 283
2021
Q2 		– Sell
-125
Closed -$28.8K – 588
2021
Q1 		$28.8K Hold
125
– – ﹤0.01% 389
2020
Q4 		$21K Buy
+125
New +$20.9K ﹤0.01% 405

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Advisors's SNA Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Snap-on (SNA) stake by 52% in Q2 2026, selling an estimated $37.8K and leaving 94 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Heritage Wealth Advisors first reported a position in SNA in Q4 2020 and has held it in 4 quarters since. The position peaked at $70.5K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Heritage Wealth Advisors held 94 shares of Snap-on worth $37.8K as of Q2 2026.
  • Heritage Wealth Advisors sold 100 Snap-on shares in Q2 2026, an estimated $37.8K.
  • Snap-on made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #369 holding.
  • Heritage Wealth Advisors first reported a position in Snap-on in Q4 2020 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Snap-on position peaked at $70.5K in Q1 2026.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.