KWM
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Kingsview Wealth Management’s Snowflake SNOW Stock Holding History

Kingsview 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
Q1 		$534K Sell
3,539
-56
-2% -$10.4K 0.01% 888
2025
Q4 		$789K Buy
3,595
+103
+3% +$25.1K 0.01% 701
2025
Q3 		$788K Sell
3,492
-824
-19% -$177K 0.01% 669
2025
Q2 		$966K Buy
4,316
+1,549
+56% +$280K 0.02% 594
2025
Q1 		$404K Buy
2,767
+326
+13% +$55.3K 0.01% 797
2024
Q4 		$377K Buy
2,441
+195
+9% +$27.5K 0.01% 824
2024
Q3 		$258K Sell
2,246
-1,170
-34% -$144K 0.01% 933
2024
Q2 		$461K Sell
3,416
-3,163
-48% -$467K 0.01% 705
2024
Q1 		$1.06M Buy
6,579
+5,227
+387% +$1.01M 0.03% 483
2023
Q4 		$269K Buy
+1,352
New +$229K 0.01% 806
2023
Q3 		– Sell
-1,159
Closed -$204K – 1002
2023
Q2 		$204K Buy
+1,159
New +$188K 0.01% 853
2022
Q2 		– Sell
-1,379
Closed -$316K – 914
2022
Q1 		$316K Sell
1,379
-27
-2% -$6.98K 0.01% 688
2021
Q4 		$476K Buy
1,406
+467
+50% +$163K 0.02% 588
2021
Q3 		$284K Buy
939
+60
+7% +$17.1K 0.01% 701
2021
Q2 		$208K Sell
879
-43
-5% -$10K 0.01% 817
2021
Q1 		$218K Buy
+922
New +$246K 0.01% 747

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kingsview Wealth Management's SNOW Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Snowflake (SNOW) stake by 1.6% in Q1 2026, selling an estimated $10.4K and leaving 3,539 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #888.

Kingsview Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.06M in Q1 2024. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Kingsview Wealth Management held 3,539 shares of Snowflake worth $534K as of Q1 2026.
  • Kingsview Wealth Management sold 56 Snowflake shares in Q1 2026, an estimated $10.4K.
  • Snowflake made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #888 holding.
  • Kingsview Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 16 quarters since.
  • Kingsview Wealth Management's Snowflake position peaked at $1.06M in Q1 2024.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.