Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Snap-on SNA Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-26,022
Closed -$9.02M – 1190
2025
Q3 		$9.02M Buy
26,022
+476
+2% +$156K 0.04% 345
2025
Q2 		$7.95M Buy
25,546
+69
+0.3% +$22K 0.03% 356
2025
Q1 		$8.59M Sell
25,477
-715
-3% -$243K 0.04% 299
2024
Q4 		$8.89M Sell
26,192
-1,281
-5% -$432K 0.04% 290
2024
Q3 		$7.77M Buy
27,473
+4,263
+18% +$1.17M 0.06% 268
2024
Q2 		$6.07M Buy
23,210
+67
+0.3% +$18.4K 0.05% 257
2024
Q1 		$6.86M Buy
23,143
+1,569
+7% +$445K 0.09% 171
2023
Q4 		$6.23M Sell
21,574
-555
-3% -$150K 0.1% 119
2023
Q3 		$5.64M Sell
22,129
-423
-2% -$114K 0.1% 120
2023
Q2 		$6.5M Sell
22,552
-277
-1% -$71.7K 0.1% 108
2023
Q1 		$5.64M Buy
22,829
+855
+4% +$209K 0.1% 131
2022
Q4 		$5.02M Sell
21,974
-105
-0.5% -$23.7K 0.1% 156
2022
Q3 		$4.45M Buy
22,079
+63
+0.3% +$13.6K 0.1% 155
2022
Q2 		$4.34M Buy
22,016
+640
+3% +$136K 0.1% 169
2022
Q1 		$4.39M Sell
21,376
-1,449
-6% -$306K 0.08% 180
2021
Q4 		$3.91M Buy
22,825
+2,268
+11% +$484K 0.09% 148
2021
Q3 		$4.29M Buy
20,557
+137
+0.7% +$30.4K 0.09% 166
2021
Q2 		$4.56M Sell
20,420
-2,870
-12% -$687K 0.09% 164
2021
Q1 		$5.37M Buy
23,290
+465
+2% +$91.6K 0.13% 126
2020
Q4 		$3.91M Sell
22,825
-638
-3% -$107K 0.1% 143
2020
Q3 		$3.45M Sell
23,463
-914
-4% -$133K 0.1% 147
2020
Q2 		$3.38M Sell
24,377
-1,838
-7% -$234K 0.1% 137
2020
Q1 		$2.85M Buy
+26,215
New +$3.87M 0.1% 136

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's SNA Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Snap-on (SNA) in Q4 2025, closing a stake of 26,022 shares — an estimated $9.02M sold.

Kovitz Investment Group Partners first reported a position in SNA in Q1 2020 and held it in 23 quarters. The position peaked at $9.02M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold SNA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Snap-on position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 26,022 Snap-on shares in Q4 2025, an estimated $9.02M.
  • Kovitz Investment Group Partners first reported a position in Snap-on in Q1 2020 and held it in 23 quarters.
  • Kovitz Investment Group Partners's Snap-on position peaked at $9.02M in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Snap-on as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.