IFWM
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Institute for Wealth Management’s Snowflake SNOW Stock Holding History

Institute for Wealth Management’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 		$878K Sell
3,449
-12,166
-78% -$2.24M 0.08% 222
2026
Q1 		$2.36M Buy
15,615
+11,484
+278% +$2.13M 0.25% 92
2025
Q4 		$906K Sell
4,131
-1,188
-22% -$290K 0.1% 213
2025
Q3 		$1.2M Sell
5,319
-250
-4% -$53.7K 0.13% 168
2025
Q2 		$1.25M Sell
5,569
-9
-0.2% -$1.63K 0.14% 155
2025
Q1 		$815K Sell
5,578
-274
-5% -$46.5K 0.1% 220
2024
Q4 		$904K Sell
5,852
-86
-1% -$12.1K 0.11% 193
2024
Q3 		$682K Buy
5,938
+70
+1% +$8.61K 0.09% 234
2024
Q2 		$793K Buy
5,868
+750
+15% +$111K 0.11% 203
2024
Q1 		$827K Buy
5,118
+835
+19% +$162K 0.11% 194
2023
Q4 		$852K Buy
4,283
+119
+3% +$20.1K 0.14% 175
2023
Q3 		$636K Sell
4,164
-18
-0.4% -$2.93K 0.11% 213
2023
Q2 		$736K Buy
4,182
+877
+27% +$143K 0.12% 197
2023
Q1 		$510K Buy
3,305
+409
+14% +$60K 0.1% 257
2022
Q4 		$416K Sell
2,896
-1,473
-34% -$225K 0.09% 291
2022
Q3 		$743K Buy
4,369
+393
+10% +$65.1K 0.17% 164
2022
Q2 		$553K Buy
3,976
+1,841
+86% +$292K 0.11% 252
2022
Q1 		$489K Buy
2,135
+1,424
+200% +$368K 0.08% 295
2021
Q4 		$241K Buy
+711
New +$248K 0.04% 424

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

Institute for Wealth Management's SNOW Position: Q2 2026 in Review

Institute for Wealth Management reduced its Snowflake (SNOW) stake by 78% in Q2 2026, selling an estimated $2.24M and leaving 3,449 shares worth $878K. The position accounts for 0.08% of the portfolio, ranked #222.

Institute for Wealth Management first reported a position in SNOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Institute for Wealth Management held 3,449 shares of Snowflake worth $878K as of Q2 2026.
  • Institute for Wealth Management sold 12,166 Snowflake shares in Q2 2026, an estimated $2.24M.
  • Snowflake made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Institute for Wealth Management first reported a position in Snowflake in Q4 2021 and has held it in 19 quarters since.
  • Institute for Wealth Management's Snowflake position peaked at $2.36M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.