IAA
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Independent Advisor Alliance’s Snowflake SNOW Stock Holding History

Independent Advisor Alliance’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 		$1.61M Buy
6,309
+774
+14% +$142K 0.04% 330
2026
Q1 		$835K Sell
5,535
-251
-4% -$46.5K 0.01% 916
2025
Q4 		$1.27M Sell
5,786
-785
-12% -$192K 0.03% 408
2025
Q3 		$1.48M Buy
6,571
+1,475
+29% +$317K 0.04% 359
2025
Q2 		$1.14M Buy
5,096
+100
+2% +$18.1K 0.03% 386
2025
Q1 		$730K Sell
4,996
-130
-3% -$22.1K 0.02% 433
2024
Q4 		$792K Buy
5,126
+1,048
+26% +$148K 0.01% 796
2024
Q3 		$468K Buy
4,078
+548
+16% +$67.4K 0.02% 471
2024
Q2 		$477K Buy
3,530
+1,431
+68% +$211K 0.02% 474
2024
Q1 		$339K Sell
2,099
-76
-3% -$14.7K 0.01% 541
2023
Q4 		$433K Sell
2,175
-643
-23% -$109K 0.02% 466
2023
Q3 		$431K Buy
2,818
+7
+0.2% +$1.14K 0.02% 448
2023
Q2 		$495K Buy
2,811
+719
+34% +$117K 0.02% 429
2023
Q1 		$323K Buy
+2,092
New +$307K 0.02% 502
2022
Q4 		– Sell
-2,295
Closed -$390K – 602
2022
Q3 		$390K Buy
2,295
+573
+33% +$94.9K 0.02% 426
2022
Q2 		$239K Hold
1,722
– – 0.01% 535
2022
Q1 		$395K Buy
1,722
+164
+11% +$42.4K 0.02% 454
2021
Q4 		$528K Buy
1,558
+215
+16% +$74.9K 0.03% 388
2021
Q3 		$406K Sell
1,343
-451
-25% -$128K 0.02% 426
2021
Q2 		$434K Buy
1,794
+243
+16% +$56.5K 0.02% 422
2021
Q1 		$356K Buy
1,551
+772
+99% +$206K 0.02% 450
2020
Q4 		$219K Buy
+779
New +$222K 0.01% 494

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Advisor Alliance's SNOW Position: Q2 2026 in Review

Independent Advisor Alliance increased its Snowflake (SNOW) stake by 14% in Q2 2026, buying an estimated $142K and bringing the position to 6,309 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #330.

Independent Advisor Alliance first reported a position in SNOW in Q4 2020 and has held it in 22 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Independent Advisor Alliance held 6,309 shares of Snowflake worth $1.61M as of Q2 2026.
  • Independent Advisor Alliance bought 774 Snowflake shares in Q2 2026, an estimated $142K.
  • Snowflake made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #330 holding.
  • Independent Advisor Alliance first reported a position in Snowflake in Q4 2020 and has held it in 22 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.