Legacy Wealth Management (Idaho)’s Snowflake SNOW Stock Holding History

Legacy Wealth Management (Idaho)’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	$3.47K	Buy	23 +9	+64%	+$1.67K	﹤0.01%	689
2025 Q4	$3.07K	Buy	14 +13	+1,300%	+$3.17K	﹤0.01%	608
2025 Q3	$226	Hold	1	–	–	﹤0.01%	731
2025 Q2	$224	Hold	1	–	–	﹤0.01%	702
2025 Q1	$147	Hold	1	–	–	﹤0.01%	783
2024 Q4	$185	Hold	1	–	–	﹤0.01%	719
2024 Q3	$131	Buy	+1	New	+$123	﹤0.01%	678

Other funds holding SNOW

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 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

Legacy Wealth Management (Idaho)'s SNOW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Snowflake (SNOW) stake by 64% in Q1 2026, buying an estimated $1.67K and bringing the position to 23 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Legacy Wealth Management (Idaho) first reported a position in SNOW in Q3 2024 and has held it in 7 quarters since. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Legacy Wealth Management (Idaho) held 23 shares of Snowflake worth $3.47K as of Q1 2026.
Legacy Wealth Management (Idaho) bought 9 Snowflake shares in Q1 2026, an estimated $1.67K.
Snowflake made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #689 holding.
Legacy Wealth Management (Idaho) first reported a position in Snowflake in Q3 2024 and has held it in 7 quarters since.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.