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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
Q2 		$12.7K Hold
50
– – ﹤0.01% 497
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 $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

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

Heritage Wealth Advisors held its Snowflake (SNOW) position steady in Q2 2026 at 50 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Heritage Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 7 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Heritage Wealth Advisors held 50 shares of Snowflake worth $12.7K as of Q2 2026.
  • Heritage Wealth Advisors left its Snowflake share count unchanged in Q2 2026.
  • Snowflake made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #497 holding.
  • Heritage Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 7 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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