Kovitz Investment Group Partners
SNOW icon

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
Q2 		$4.93M Sell
19,367
-1,713
-8% -$315K 0.11% 135
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's SNOW Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Snowflake (SNOW) stake by 8.1% in Q2 2026, selling an estimated $315K and leaving 19,367 shares worth $4.93M. The position accounts for 0.11% of the portfolio, ranked #135.

Kovitz Investment Group Partners first reported a position in SNOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.19M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Kovitz Investment Group Partners held 19,367 shares of Snowflake worth $4.93M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,713 Snowflake shares in Q2 2026, an estimated $315K.
  • Snowflake made up 0.11% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #135 holding.
  • Kovitz Investment Group Partners first reported a position in Snowflake in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Snowflake position peaked at $5.19M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.