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 Q2	$23.2K	Buy	91 +73	+406%	+$13.4K	﹤0.01%	608
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 $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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IMA Advisory Services's SNOW Position: Q2 2026 in Review

IMA Advisory Services increased its Snowflake (SNOW) stake by 406% in Q2 2026, buying an estimated $13.4K and bringing the position to 91 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

IMA Advisory Services first reported a position in SNOW in Q3 2020 and has held it in 6 quarters since. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

IMA Advisory Services held 91 shares of Snowflake worth $23.2K as of Q2 2026.
IMA Advisory Services bought 73 Snowflake shares in Q2 2026, an estimated $13.4K.
Snowflake made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #608 holding.
IMA Advisory Services first reported a position in Snowflake in Q3 2020 and has held it in 6 quarters since.
1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.