IMA Advisory Services’s Snap-on SNA Stock Holding History

IMA Advisory Services’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 Q1	$10.2K	Buy	28 +2	+8%	+$741	﹤0.01%	328
2025 Q4	$8.96K	Buy	26 +23	+767%	+$7.86K	﹤0.01%	348
2025 Q3	$1.04K	Buy	3 +1	+50%	+$327	﹤0.01%	365
2025 Q2	$622	Buy	+2	New	+$636	﹤0.01%	379

Other funds holding SNA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

IMA Advisory Services's SNA Position: Q1 2026 in Review

IMA Advisory Services increased its Snap-on (SNA) stake by 7.7% in Q1 2026, buying an estimated $741 and bringing the position to 28 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

IMA Advisory Services first reported a position in SNA in Q2 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

IMA Advisory Services held 28 shares of Snap-on worth $10.2K as of Q1 2026.
IMA Advisory Services bought 2 Snap-on shares in Q1 2026, an estimated $741.
Snap-on made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #328 holding.
IMA Advisory Services first reported a position in Snap-on in Q2 2025 and has held it in 4 quarters since.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.