IMA Advisory Services’s Snowflake SNOW Stock Holding History

IMA Advisory Services’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	$2.71K	Buy	18 +1	+6%	+$185	﹤0.01%	571
2025 Q4	$3.73K	Buy	+17	New	+$4.15K	﹤0.01%	504
2025 Q3	–	Sell	-1	Closed	-$224	–	572
2025 Q2	$224	Buy	+1	New	+$181	﹤0.01%	469
2021 Q1	–	Sell	-39	Closed	-$11K	–	313
2020 Q4	$11K	Hold	39	–	–	﹤0.01%	217
2020 Q3	$10K	Buy	+39	New	+$9.29K	﹤0.01%	211

Other funds holding SNOW

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

IMA Advisory Services increased its Snowflake (SNOW) stake by 5.9% in Q1 2026, buying an estimated $185 and bringing the position to 18 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

IMA Advisory Services first reported a position in SNOW in Q3 2020 and has held it in 5 quarters since. The position peaked at $11K in Q4 2020. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

IMA Advisory Services held 18 shares of Snowflake worth $2.71K as of Q1 2026.
IMA Advisory Services bought 1 Snowflake share in Q1 2026, an estimated $185.
Snowflake made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #571 holding.
IMA Advisory Services first reported a position in Snowflake in Q3 2020 and has held it in 5 quarters since.
IMA Advisory Services's Snowflake position peaked at $11K in Q4 2020.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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