Kovitz Investment Group Partners’s Snowflake SNOW Stock Holding History

Kovitz Investment Group Partners’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	$3.18M	Sell	21,080 -11	-0.1%	-$2.04K	0.07%	172
2025 Q4	$4.63M	Sell	21,091 -1,926	-8%	-$470K	0.1%	149
2025 Q3	$5.19M	Buy	23,017 +19,169	+498%	+$4.12M	0.02%	464
2025 Q2	$861K	Sell	3,848 -76	-2%	-$13.7K	﹤0.01%	833
2025 Q1	$573K	Buy	3,924 +1,658	+73%	+$281K	﹤0.01%	872
2024 Q4	$350K	Sell	2,266 -460	-17%	-$64.8K	﹤0.01%	1000
2024 Q3	$250K	Sell	2,726 -984	-27%	-$121K	﹤0.01%	906
2024 Q2	$501K	Buy	3,710 +643	+21%	+$95K	﹤0.01%	655
2024 Q1	$496K	Buy	+3,067	New	+$595K	0.01%	506

Other funds holding SNOW

BlackRock New York $6.73T AUM 46.02% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kovitz Investment Group Partners's SNOW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Snowflake (SNOW) stake by 0.05% in Q1 2026, selling an estimated $2.04K and leaving 21,080 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #172.

Kovitz Investment Group Partners first reported a position in SNOW in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.19M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Kovitz Investment Group Partners held 21,080 shares of Snowflake worth $3.18M as of Q1 2026.
Kovitz Investment Group Partners sold 11 Snowflake shares in Q1 2026, an estimated $2.04K.
Snowflake made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #172 holding.
Kovitz Investment Group Partners first reported a position in Snowflake in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Snowflake position peaked at $5.19M in Q3 2025.
1,281 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.