Jeppson Wealth Management
SNOW icon

Jeppson Wealth Management’s Snowflake SNOW Stock Holding History

Jeppson 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
2026
Q3 		$531K Sell
1,563
-27
-2% -$8.34K 0.15% 131
2026
Q2 		$405K Sell
1,590
-228
-13% -$42K 0.12% 164
2026
Q1 		$274K Buy
1,818
+618
+52% +$114K 0.09% 184
2025
Q4 		$263K Sell
1,200
-10
-0.8% -$2.44K 0.08% 184
2025
Q3 		$273K Sell
1,210
-14
-1% -$3.01K 0.09% 180
2025
Q2 		$274K Buy
+1,224
New +$221K 0.09% 173
2024
Q3 		– Sell
-2,968
Closed -$401K – 212
2024
Q2 		$401K Sell
2,968
-90
-3% -$13.3K 0.15% 128
2024
Q1 		$494K Buy
3,058
+575
+23% +$111K 0.19% 115
2023
Q4 		$494K Sell
2,483
-3
-0.1% -$507 0.2% 109
2023
Q3 		$380K Sell
2,486
-13
-0.5% -$2.12K 0.17% 124
2023
Q2 		$440K Buy
2,499
+15
+0.6% +$2.44K 0.19% 116
2023
Q1 		$383K Sell
2,484
-73
-3% -$10.7K 0.17% 123
2022
Q4 		$367K Buy
2,557
+1,056
+70% +$161K 0.15% 126
2022
Q3 		$255K Buy
1,501
+59
+4% +$9.8K 0.12% 159
2022
Q2 		$201K Buy
1,442
+503
+54% +$79.7K 0.09% 181
2022
Q1 		$215K Buy
939
+146
+18% +$37.7K 0.1% 159
2021
Q4 		$269K Buy
+793
New +$276K 0.13% 133
2021
Q2 		– Sell
-926
Closed -$212K – 151
2021
Q1 		$212K Buy
+926
New +$247K 0.13% 129

Other funds holding SNOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Jeppson Wealth Management's SNOW Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Snowflake (SNOW) stake by 1.7% in Q3 2026, selling an estimated $8.34K and leaving 1,563 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #131.

Jeppson Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 18 quarters since. 986 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Jeppson Wealth Management held 1,563 shares of Snowflake worth $531K as of Q3 2026.
  • Jeppson Wealth Management sold 27 Snowflake shares in Q3 2026, an estimated $8.34K.
  • Snowflake made up 0.15% of Jeppson Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Jeppson Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 18 quarters since.
  • 986 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.