Kolinsky Wealth Management’s Snap-on SNA Stock Holding History

Kolinsky Wealth Management’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
2024 Q4	$663K	Buy	1,954 +87	+5%	+$29.4K	0.4%	48
2024 Q3	$541K	Buy	1,867 +9	+0.5%	+$2.48K	0.35%	60
2024 Q2	$486K	Buy	1,858 +43	+2%	+$11.8K	0.35%	61
2024 Q1	$538K	Buy	1,815 +27	+2%	+$7.66K	0.41%	54
2023 Q4	$516K	Buy	1,788 +105	+6%	+$28.3K	0.45%	47
2023 Q3	$429K	Buy	1,683 +15	+0.9%	+$4.05K	0.43%	55
2023 Q2	$479K	Buy	1,668 +82	+5%	+$21.2K	0.45%	50
2023 Q1	$392K	Buy	1,586 +44	+3%	+$10.7K	0.42%	56
2022 Q4	$352K	Buy	1,542 +32	+2%	+$7.23K	0.4%	60
2022 Q3	$304K	Buy	1,510 +10	+0.7%	+$2.16K	0.38%	61
2022 Q2	$296K	Buy	1,500 +45	+3%	+$9.59K	0.35%	71
2022 Q1	$299K	Buy	1,455 +196	+16%	+$41.4K	0.29%	83
2021 Q4	$271K	Buy	+1,259	New	+$269K	0.25%	108

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

First Trust Advisors

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return