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Lloyd Advisory Services’s Snap-on SNA Stock Holding History

Lloyd Advisory Services’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 		$50.5K Buy
125
+40
+47% +$15.1K 0.02% 237
2026
Q1 		$31K Buy
85
+84
+8,400% +$31.1K 0.01% 328
2025
Q4 		$219 Buy
+1
New +$342 ﹤0.01% 530
2023
Q4 		– Sell
-1,972
Closed -$503K – 307
2023
Q3 		$503K Buy
+1,972
New +$533K 0.17% 127

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 $3.37T AUM 44.26% 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

Lloyd Advisory Services's SNA Position: Q2 2026 in Review

Lloyd Advisory Services increased its Snap-on (SNA) stake by 47% in Q2 2026, buying an estimated $15.1K and bringing the position to 125 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #237.

Lloyd Advisory Services first reported a position in SNA in Q3 2023 and has held it in 4 quarters since. The position peaked at $503K in Q3 2023. 1,061 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Lloyd Advisory Services held 125 shares of Snap-on worth $50.5K as of Q2 2026.
  • Lloyd Advisory Services bought 40 Snap-on shares in Q2 2026, an estimated $15.1K.
  • Snap-on made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #237 holding.
  • Lloyd Advisory Services first reported a position in Snap-on in Q3 2023 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Snap-on position peaked at $503K in Q3 2023.
  • 1,061 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.