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Lord & Richards Wealth Management’s Snowflake SNOW Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-16
Closed -$2.34K – 146
2025
Q1 		$2.34K Buy
+16
New +$2.71K ﹤0.01% 144

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lord & Richards Wealth Management's SNOW Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Snowflake (SNOW) in Q2 2025, closing a stake of 16 shares — an estimated $2.34K sold.

Lord & Richards Wealth Management first reported a position in SNOW in Q1 2025 and held it in 1 quarter. The position peaked at $2.34K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Snowflake position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 16 Snowflake shares in Q2 2025, an estimated $2.34K.
  • Lord & Richards Wealth Management first reported a position in Snowflake in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Snowflake position peaked at $2.34K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.