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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
2025
Q2 		– Sell
-800
Closed -$117K – 567
2025
Q1 		$117K Buy
+800
New +$136K 0.02% 522

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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. 776 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.
  • 776 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.