HWA
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Heritage Wealth Advisors’s Snowflake SNOW Stock Holding History

Heritage Wealth Advisors’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 		$7.54K Hold
50
– – ﹤0.01% 538
2025
Q4 		$11K Hold
50
– – ﹤0.01% 447
2025
Q3 		$11.3K Hold
50
– – ﹤0.01% 419
2025
Q2 		$11.2K Hold
50
– – ﹤0.01% 417
2025
Q1 		$7.31K Buy
+50
New +$8.48K ﹤0.01% 433
2021
Q1 		– Sell
-20
Closed -$6K – 590
2020
Q4 		$6K Buy
+20
New +$5.69K ﹤0.01% 484

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Heritage Wealth Advisors's SNOW Position: Q1 2026 in Review

Heritage Wealth Advisors held its Snowflake (SNOW) position steady in Q1 2026 at 50 shares worth $7.54K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Heritage Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 6 quarters since. The position peaked at $11.3K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Heritage Wealth Advisors held 50 shares of Snowflake worth $7.54K as of Q1 2026.
  • Heritage Wealth Advisors left its Snowflake share count unchanged in Q1 2026.
  • Snowflake made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #538 holding.
  • Heritage Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Snowflake position peaked at $11.3K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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