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 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%	-$9.76K	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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

GPTE

Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lodestone Wealth Management's SNOW Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Snowflake (SNOW) stake by 99% in Q2 2026, selling an estimated $186K and leaving 14 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Lodestone Wealth Management first reported a position in SNOW in Q2 2025 and has held it in 5 quarters since. The position peaked at $222K in Q3 2025. 476 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Lodestone Wealth Management held 14 shares of Snowflake worth $3.56K as of Q2 2026.
Lodestone Wealth Management sold 1,010 Snowflake shares in Q2 2026, an estimated $186K.
Snowflake made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #633 holding.
Lodestone Wealth Management first reported a position in Snowflake in Q2 2025 and has held it in 5 quarters since.
Lodestone Wealth Management's Snowflake position peaked at $222K in Q3 2025.
476 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.