JWM
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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
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% +$9.77K 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

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

Jeppson Wealth Management's SNOW Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Snowflake (SNOW) stake by 13% in Q2 2026, selling an estimated $42K and leaving 1,590 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #164.

Jeppson Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 17 quarters since. The position peaked at $494K in Q1 2024. 1,458 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Jeppson Wealth Management held 1,590 shares of Snowflake worth $405K as of Q2 2026.
  • Jeppson Wealth Management sold 228 Snowflake shares in Q2 2026, an estimated $42K.
  • Snowflake made up 0.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Jeppson Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 17 quarters since.
  • Jeppson Wealth Management's Snowflake position peaked at $494K in Q1 2024.
  • 1,458 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.