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

IBEX 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	$238K	Sell	591 -1,033	-64%	-$390K	0.02%	196
2026 Q1	$590K	Buy	+1,624	New	+$602K	0.05%	146
2025 Q4	–	Sell	-2,202	Closed	-$763K	–	189
2025 Q3	$763K	Buy	2,202 +1,362	+162%	+$446K	0.07%	135
2025 Q2	$261K	Buy	+840	New	+$267K	0.03%	179
2025 Q1	–	Sell	-885	Closed	-$300K	–	196
2024 Q4	$300K	Buy	+885	New	+$299K	0.04%	175
2024 Q3	–	Sell	-1,517	Closed	-$397K	–	245
2024 Q2	$397K	Buy	+1,517	New	+$417K	0.06%	99
2024 Q1	–	Sell	-1,000	Closed	-$216K	–	147
2023 Q4	$216K	Buy	+1,000	New	+$270K	0.05%	105

Other funds holding SNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

IBEX Wealth Advisors reduced its Snap-on (SNA) stake by 64% in Q2 2026, selling an estimated $390K and leaving 591 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #196.

IBEX Wealth Advisors first reported a position in SNA in Q4 2023 and has held it in 7 quarters since. The position peaked at $763K in Q3 2025. 1,064 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

IBEX Wealth Advisors held 591 shares of Snap-on worth $238K as of Q2 2026.
IBEX Wealth Advisors sold 1,033 Snap-on shares in Q2 2026, an estimated $390K.
Snap-on made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #196 holding.
IBEX Wealth Advisors first reported a position in Snap-on in Q4 2023 and has held it in 7 quarters since.
IBEX Wealth Advisors's Snap-on position peaked at $763K in Q3 2025.
1,064 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.