Lodestone Wealth Management
SNOW icon

Lodestone Wealth Management’s Snowflake SNOW Stock Holding History

Lodestone Wealth Management’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
Q3 		$4.75K Hold
14
– – ﹤0.01% 624
2026
Q2 		$3.56K Sell
14
-1,010
-99% -$186K ﹤0.01% 633
2026
Q1 		$154K Buy
1,024
+81
+9% +$15K 0.06% 188
2025
Q4 		$207K Sell
943
-40
-4% -$9.8K 0.08% 165
2025
Q3 		$222K Buy
983
+76
+8% +$16.3K 0.1% 166
2025
Q2 		$203K Buy
+907
New +$164K 0.1% 165

Other funds holding SNOW

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Lodestone Wealth Management's SNOW Position: Q3 2026 in Review

Lodestone Wealth Management held its Snowflake (SNOW) position steady in Q3 2026 at 14 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Lodestone Wealth Management first reported a position in SNOW in Q2 2025 and has held it in 6 quarters since. The position peaked at $222K in Q3 2025. 544 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Lodestone Wealth Management held 14 shares of Snowflake worth $4.75K as of Q3 2026.
  • Lodestone Wealth Management left its Snowflake share count unchanged in Q3 2026.
  • Snowflake made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #624 holding.
  • Lodestone Wealth Management first reported a position in Snowflake in Q2 2025 and has held it in 6 quarters since.
  • Lodestone Wealth Management's Snowflake position peaked at $222K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.