IWA
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
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 $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

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

Icon Wealth Advisors sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 1,576 shares — an estimated $346K sold.

Icon Wealth Advisors first reported a position in SNOW in Q3 2022 and held it in 10 quarters. The position peaked at $598K in Q1 2024. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,576 Snowflake shares in Q1 2026, an estimated $346K.
  • Icon Wealth Advisors first reported a position in Snowflake in Q3 2022 and held it in 10 quarters.
  • Icon Wealth Advisors's Snowflake position peaked at $598K in Q1 2024.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.