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Legacy Capital Wealth Partners’s Snap-on SNA Stock Holding History

Legacy Capital Wealth 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
2026
Q2 		$594K Sell
1,476
-7
-0.5% -$2.65K 0.11% 177
2026
Q1 		$539K Sell
1,483
-16
-1% -$5.93K 0.11% 194
2025
Q4 		$517K Sell
1,499
-94
-6% -$32.1K 0.11% 194
2025
Q3 		$552K Buy
1,593
+5
+0.3% +$1.64K 0.12% 184
2025
Q2 		$494K Sell
1,588
-37
-2% -$11.8K 0.11% 200
2025
Q1 		$548K Buy
1,625
+101
+7% +$34.3K 0.13% 166
2024
Q4 		$517K Buy
1,524
+56
+4% +$18.9K 0.13% 172
2024
Q3 		$425K Buy
1,468
+9
+0.6% +$2.48K 0.09% 224
2024
Q2 		$381K Buy
+1,459
New +$401K 0.1% 205
2024
Q1 		– Sell
-1,090
Closed -$315K – 306
2023
Q4 		$315K Buy
1,090
+110
+11% +$29.7K 0.09% 205
2023
Q3 		$250K Buy
+980
New +$265K 0.07% 233
2023
Q2 		– Sell
-898
Closed -$222K – 203
2023
Q1 		$222K Buy
+898
New +$219K 0.06% 229

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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

Legacy Capital Wealth Partners's SNA Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Snap-on (SNA) stake by 0.47% in Q2 2026, selling an estimated $2.65K and leaving 1,476 shares worth $594K. The position accounts for 0.11% of the portfolio, ranked #177.

Legacy Capital Wealth Partners first reported a position in SNA in Q1 2023 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,476 shares of Snap-on worth $594K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 7 Snap-on shares in Q2 2026, an estimated $2.65K.
  • Snap-on made up 0.11% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #177 holding.
  • Legacy Capital Wealth Partners first reported a position in Snap-on in Q1 2023 and has held it in 12 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.