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Intentional Wealth Strategies’s Snowflake SNOW Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-243
Closed -$36.6K – 768
2026
Q1 		$36.6K Buy
+243
New +$45K 0.03% 187

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

Intentional Wealth Strategies's SNOW Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Snowflake (SNOW) in Q2 2026, closing a stake of 243 shares — an estimated $36.6K sold.

Intentional Wealth Strategies first reported a position in SNOW in Q1 2026 and held it in 1 quarter. The position peaked at $36.6K in Q1 2026. 1,452 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Snowflake position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 243 Snowflake shares in Q2 2026, an estimated $36.6K.
  • Intentional Wealth Strategies first reported a position in Snowflake in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Snowflake position peaked at $36.6K in Q1 2026.
  • 1,452 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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