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Integrated Wealth Concepts’s Snap-on SNA Stock Holding History

Integrated Wealth Concepts’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
Q2 		$5.1M Buy
12,674
+458
+4% +$173K 0.03% 472
2026
Q1 		$4.44M Buy
+12,216
New +$4.53M 0.04% 460
2025
Q4 		– Sell
-2,501
Closed -$867K – 1990
2025
Q3 		$867K Buy
2,501
+271
+12% +$88.7K 0.01% 1057
2025
Q2 		$694K Buy
2,230
+1,083
+94% +$345K 0.01% 1104
2025
Q1 		$386K Sell
1,147
-1,837
-62% -$624K ﹤0.01% 1270
2024
Q4 		$1.01M Buy
2,984
+268
+10% +$90.5K 0.01% 802
2024
Q3 		$787K Buy
2,716
+1,869
+221% +$515K 0.01% 898
2024
Q2 		$221K Buy
847
+3
+0.4% +$824 ﹤0.01% 1477
2024
Q1 		$250K Sell
844
-5,563
-87% -$1.58M ﹤0.01% 1415
2023
Q4 		$1.85M Buy
6,407
+347
+6% +$93.6K 0.03% 508
2023
Q3 		$1.55M Buy
6,060
+2,474
+69% +$669K 0.03% 534
2023
Q2 		$1.03M Sell
3,586
-1,919
-35% -$497K 0.02% 665
2023
Q1 		$1.36M Buy
+5,505
New +$1.34M 0.03% 517
2022
Q3 		– Sell
-2,365
Closed -$466K – 1009
2022
Q2 		$466K Buy
2,365
+419
+22% +$89.3K 0.01% 619
2022
Q1 		$400K Buy
1,946
+329
+20% +$69.4K 0.01% 640
2021
Q4 		$348K Buy
1,617
+238
+17% +$50.8K 0.01% 715
2021
Q3 		$288K Sell
1,379
-102
-7% -$22.6K 0.01% 755
2021
Q2 		$331K Buy
1,481
+400
+37% +$95.7K 0.01% 629
2021
Q1 		$249K Buy
+1,081
New +$213K 0.01% 635

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's SNA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Snap-on (SNA) stake by 3.7% in Q2 2026, buying an estimated $173K and bringing the position to 12,674 shares worth $5.1M. The position accounts for 0.03% of the portfolio, ranked #472.

Integrated Wealth Concepts first reported a position in SNA in Q1 2021 and has held it in 19 quarters since. 1,065 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Integrated Wealth Concepts held 12,674 shares of Snap-on worth $5.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 458 Snap-on shares in Q2 2026, an estimated $173K.
  • Snap-on made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #472 holding.
  • Integrated Wealth Concepts first reported a position in Snap-on in Q1 2021 and has held it in 19 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.