Lodestone Wealth Management’s Snap-on SNA Stock Holding History

Lodestone Wealth Management’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 Q1	–	Sell	-5	Closed	-$1.72K	–	812
2025 Q4	$1.72K	Buy	+5	New	+$1.71K	﹤0.01%	695

Other funds holding SNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lodestone Wealth Management's SNA Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Snap-on (SNA) in Q1 2026, closing a stake of 5 shares — an estimated $1.72K sold.

Lodestone Wealth Management first reported a position in SNA in Q4 2025 and held it in 1 quarter. The position peaked at $1.72K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Lodestone Wealth Management reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 5 Snap-on shares in Q1 2026, an estimated $1.72K.
Lodestone Wealth Management first reported a position in Snap-on in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Snap-on position peaked at $1.72K in Q4 2025.
1,048 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.