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IVC Wealth Advisors’s Snowflake SNOW Stock Holding History

IVC Wealth Advisors’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 		$458K Sell
1,799
-1
-0.1% -$184 0.18% 102
2026
Q1 		$271K Sell
1,800
-3
-0.2% -$555 0.12% 143
2025
Q4 		$396K Buy
1,803
+6
+0.3% +$1.47K 0.17% 107
2025
Q3 		$405K Buy
1,797
+18
+1% +$3.87K 0.18% 105
2025
Q2 		$398K Hold
1,779
– – 0.19% 97
2025
Q1 		$260K Buy
1,779
+197
+12% +$33.4K 0.14% 134
2024
Q4 		$244K Buy
+1,582
New +$223K 0.14% 136
2024
Q3 		– Sell
-1,577
Closed -$213K – 171
2024
Q2 		$213K Buy
+1,577
New +$233K 0.12% 154
2024
Q1 		– Sell
-1,145
Closed -$228K – 168
2023
Q4 		$228K Buy
+1,145
New +$194K 0.14% 134

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

IVC Wealth Advisors's SNOW Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Snowflake (SNOW) stake by 0.06% in Q2 2026, selling an estimated $184 and leaving 1,799 shares worth $458K. The position accounts for 0.18% of the portfolio, ranked #102.

IVC Wealth Advisors first reported a position in SNOW in Q4 2023 and has held it in 9 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • IVC Wealth Advisors held 1,799 shares of Snowflake worth $458K as of Q2 2026.
  • IVC Wealth Advisors sold 1 Snowflake share in Q2 2026, an estimated $184.
  • Snowflake made up 0.18% of IVC Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • IVC Wealth Advisors first reported a position in Snowflake in Q4 2023 and has held it in 9 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.