J.W. Coons Advisors’s Snap-on SNA Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$682K	Buy	2,191 +147	+7%	+$46.8K	0.15%	133
2025 Q1	$689K	Buy	2,044 +19	+0.9%	+$6.46K	0.18%	115
2024 Q4	$688K	Sell	2,025 -14	-0.7%	-$4.72K	0.18%	117
2024 Q3	$591K	Hold	2,039	–	–	0.15%	135
2024 Q2	$533K	Sell	2,039 -5	-0.2%	-$1.37K	0.13%	137
2024 Q1	$605K	Buy	2,044 +90	+5%	+$25.5K	0.14%	132
2023 Q4	$564K	Hold	1,954	–	–	0.15%	131
2023 Q3	$498K	Sell	1,954 -35	-2%	-$9.46K	0.14%	135
2023 Q2	$573K	Buy	1,989 +90	+5%	+$23.3K	0.16%	132
2023 Q1	$469K	Buy	1,899 +42	+2%	+$10.3K	0.13%	147
2022 Q4	$424K	Buy	1,857 +294	+19%	+$66.5K	0.13%	152
2022 Q3	$315K	Buy	1,563 +198	+15%	+$42.7K	0.12%	169
2022 Q2	$272K	Sell	1,365 -46	-3%	-$9.8K	0.1%	200
2022 Q1	$286K	Buy	+1,411	New	+$298K	0.09%	206

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return