Icon Wealth Advisors
SNOW icon

Icon Wealth Advisors’s Snowflake SNOW Stock Holding History

Icon 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
Q3 		$431K Buy
1,269
+376
+42% +$116K 0.03% 295
2026
Q2 		$227K Buy
+893
New +$164K 0.01% 383
2026
Q1 		– Sell
-1,576
Closed -$346K – 434
2025
Q4 		$346K Buy
1,576
+531
+51% +$130K 0.02% 296
2025
Q3 		$236K Sell
1,045
-155
-13% -$33.3K 0.02% 350
2025
Q2 		$269K Sell
1,200
-43
-3% -$7.77K 0.02% 324
2025
Q1 		$182K Buy
1,243
+388
+45% +$65.8K 0.01% 372
2024
Q4 		$132K Buy
+855
New +$120K 0.01% 451
2024
Q3 		– Sell
-858
Closed -$112K – 494
2024
Q2 		$112K Sell
858
-2,840
-77% -$419K 0.01% 418
2024
Q1 		$598K Buy
3,698
+2,193
+146% +$425K 0.06% 183
2023
Q4 		$299K Buy
+1,505
New +$254K 0.03% 265
2022
Q4 		$312K Buy
2,173
+391
+22% +$59.7K 0.04% 245
2022
Q3 		$303K Buy
+1,782
New +$295K 0.04% 243

Other funds holding SNOW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Icon Wealth Advisors's SNOW Position: Q3 2026 in Review

Icon Wealth Advisors increased its Snowflake (SNOW) stake by 42% in Q3 2026, buying an estimated $116K and bringing the position to 1,269 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #295.

Icon Wealth Advisors first reported a position in SNOW in Q3 2022 and has held it in 12 quarters since. The position peaked at $598K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Icon Wealth Advisors held 1,269 shares of Snowflake worth $431K as of Q3 2026.
  • Icon Wealth Advisors bought 376 Snowflake shares in Q3 2026, an estimated $116K.
  • Snowflake made up 0.03% of Icon Wealth Advisors's portfolio in Q3 2026, its #295 holding.
  • Icon Wealth Advisors first reported a position in Snowflake in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Snowflake position peaked at $598K in Q1 2024.
  • 1,361 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.