Independent Advisor Alliance’s Snap-on SNA Stock Holding History

Independent Advisor Alliance’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	$206K	Sell	568 -41	-7%	-$15.2K	﹤0.01%	1487
2025 Q4	$210K	Buy	+609	New	+$208K	0.01%	924
2024 Q1	–	Sell	-1,422	Closed	-$411K	–	733
2023 Q4	$411K	Hold	1,422	–	–	0.01%	475
2023 Q3	$363K	Sell	1,422 -2	-0.1%	-$540	0.02%	474
2023 Q2	$410K	Sell	1,424 -148	-9%	-$38.3K	0.02%	463
2023 Q1	$388K	Buy	+1,572	New	+$384K	0.02%	473
2022 Q4	–	Sell	-1,412	Closed	-$284K	–	601
2022 Q3	$284K	Buy	1,412 +242	+21%	+$52.2K	0.02%	497
2022 Q2	$230K	Sell	1,170 -339	-22%	-$72.2K	0.01%	544
2022 Q1	$310K	Buy	1,509 +490	+48%	+$103K	0.01%	500
2021 Q4	$219K	Buy	+1,019	New	+$218K	0.01%	604

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

Independent Advisor Alliance's SNA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Snap-on (SNA) stake by 6.7% in Q1 2026, selling an estimated $15.2K and leaving 568 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Independent Advisor Alliance first reported a position in SNA in Q4 2021 and has held it in 10 quarters since. The position peaked at $411K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Independent Advisor Alliance held 568 shares of Snap-on worth $206K as of Q1 2026.
Independent Advisor Alliance sold 41 Snap-on shares in Q1 2026, an estimated $15.2K.
Snap-on made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1487 holding.
Independent Advisor Alliance first reported a position in Snap-on in Q4 2021 and has held it in 10 quarters since.
Independent Advisor Alliance's Snap-on position peaked at $411K in Q4 2023.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.