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Lipe & Dalton’s Snap-on SNA Stock Holding History

Lipe & Dalton’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 		$6.09M Sell
15,130
-210
-1% -$79.4K 2.83% 8
2026
Q1 		$5.57M Sell
15,340
-740
-5% -$274K 2.92% 7
2025
Q4 		$5.54M Sell
16,080
-145
-0.9% -$49.6K 2.74% 9
2025
Q3 		$5.62M Sell
16,225
-60
-0.4% -$19.6K 2.79% 9
2025
Q2 		$5.07M Sell
16,285
-465
-3% -$148K 2.74% 10
2025
Q1 		$5.64M Sell
16,750
-30
-0.2% -$10.2K 3.16% 5
2024
Q4 		$5.7M Sell
16,780
-10
-0.1% -$3.38K 3.02% 6
2024
Q3 		$4.86M Buy
+16,790
New +$4.63M 2.46% 11

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Lipe & Dalton's SNA Position: Q2 2026 in Review

Lipe & Dalton reduced its Snap-on (SNA) stake by 1.4% in Q2 2026, selling an estimated $79.4K and leaving 15,130 shares worth $6.09M. The position accounts for 2.83% of the portfolio, ranked #8.

Lipe & Dalton first reported a position in SNA in Q3 2024 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Lipe & Dalton held 15,130 shares of Snap-on worth $6.09M as of Q2 2026.
  • Lipe & Dalton sold 210 Snap-on shares in Q2 2026, an estimated $79.4K.
  • Snap-on made up 2.83% of Lipe & Dalton's portfolio in Q2 2026, its #8 holding.
  • Lipe & Dalton first reported a position in Snap-on in Q3 2024 and has held it in 8 quarters since.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.