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Heritage Wealth Management (Ohio)’s Snowflake SNOW Stock Holding History

Heritage Wealth Management (Ohio)’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 		$213K Buy
+835
New +$154K 0.05% 260
2024
Q3 		– Sell
-3,705
Closed -$530K – 231
2024
Q2 		$530K Buy
+3,705
New +$547K 0.18% 125

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 $3.38T AUM 44.17% 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 Management (Ohio)'s SNOW Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Snowflake (SNOW) in Q2 2026: 835 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SNOW as recently as Q2 2024.

Heritage Wealth Management (Ohio) first reported a position in SNOW in Q2 2024 and has held it in 2 quarters since. The position peaked at $530K in Q2 2024. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 835 shares of Snowflake worth $213K as of Q2 2026.
  • Snowflake was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Snowflake made up 0.05% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #260 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Snowflake in Q2 2024 and has held it in 2 quarters since.
  • Heritage Wealth Management (Ohio)'s Snowflake position peaked at $530K in Q2 2024.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.