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Independent Solutions Wealth Management’s Snap-on SNA Stock Holding History

Independent Solutions Wealth Management’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 		$1.32M Hold
3,622
– – 0.19% 109
2025
Q4 		$1.25M Sell
3,622
-21
-0.6% -$7.18K 0.23% 104
2025
Q3 		$1.26M Sell
3,643
-50
-1% -$16.4K 0.22% 104
2025
Q2 		$1.15M Sell
3,693
-25
-0.7% -$7.95K 0.22% 105
2025
Q1 		$1.25M Buy
3,718
+83
+2% +$28.2K 0.28% 96
2024
Q4 		$1.23M Hold
3,635
– – 0.27% 103
2024
Q3 		$1.05M Sell
3,635
-213
-6% -$58.7K 0.24% 96
2024
Q2 		$1.01M Buy
3,848
+203
+6% +$55.7K 0.23% 99
2024
Q1 		$1.08M Buy
3,645
+385
+12% +$109K 0.26% 94
2023
Q4 		$942K Sell
3,260
-563
-15% -$152K 0.24% 99
2023
Q3 		$975K Sell
3,823
-323
-8% -$87.3K 0.25% 91
2023
Q2 		$1.19M Sell
4,146
-98
-2% -$25.4K 0.3% 76
2023
Q1 		$1.05M Sell
4,244
-15
-0.4% -$3.66K 0.31% 81
2022
Q4 		$973K Sell
4,259
-50
-1% -$11.3K 0.3% 84
2022
Q3 		$868K Buy
4,309
+20
+0.5% +$4.31K 0.28% 81
2022
Q2 		$845K Buy
4,289
+909
+27% +$194K 0.26% 84
2022
Q1 		$695K Sell
3,380
-84
-2% -$17.7K 0.16% 107
2021
Q4 		$746K Buy
3,464
+1,714
+98% +$366K 0.18% 108
2021
Q3 		$366K Hold
1,750
– – 0.09% 162
2021
Q2 		$391K Sell
1,750
-125
-7% -$29.9K 0.09% 153
2021
Q1 		$433K Buy
1,875
+250
+15% +$49.2K 0.12% 123
2020
Q4 		$278K Buy
1,625
+60
+4% +$10K 0.09% 151
2020
Q3 		$230K Buy
1,565
+100
+7% +$14.5K 0.09% 153
2020
Q2 		$203K Sell
1,465
-556
-28% -$70.6K 0.09% 149
2020
Q1 		$220K Sell
2,021
-67
-3% -$9.89K 0.12% 121
2019
Q4 		$354K Buy
+2,088
New +$341K 0.16% 113

Other funds holding SNA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Independent Solutions Wealth Management's SNA Position: Q1 2026 in Review

Independent Solutions Wealth Management held its Snap-on (SNA) position steady in Q1 2026 at 3,622 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #109.

Independent Solutions Wealth Management first reported a position in SNA in Q4 2019 and has held it in 26 quarters since. 1,046 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Independent Solutions Wealth Management held 3,622 shares of Snap-on worth $1.32M as of Q1 2026.
  • Independent Solutions Wealth Management left its Snap-on share count unchanged in Q1 2026.
  • Snap-on made up 0.19% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Independent Solutions Wealth Management first reported a position in Snap-on in Q4 2019 and has held it in 26 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.