Loring Wolcott & Coolidge Fiduciary Advisors’s Snowflake SNOW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.94M	Buy	7,612 +212	+3%	+$39K	0.02%	129
2026 Q1	$896K	Hold	7,400	–	–	0.01%	176
2025 Q4	$1.57M	Hold	7,400	–	–	0.01%	139
2025 Q3	$1.87M	Hold	7,400	–	–	0.02%	127
2025 Q2	$1.66M	Hold	7,400	–	–	0.01%	133
2025 Q1	$1.09M	Hold	7,400	–	–	0.01%	151
2024 Q4	$1.3M	Hold	7,400	–	–	0.01%	150
2024 Q3	$850K	Hold	7,400	–	–	0.01%	179
2024 Q2	$1.01M	Hold	7,400	–	–	0.01%	151
2024 Q1	$1.09M	Hold	7,400	–	–	0.01%	142
2023 Q4	$1.45M	Hold	7,400	–	–	0.01%	132
2023 Q3	$1.06M	Buy	7,400 +1,000	+16%	+$163K	0.01%	146
2023 Q2	$1.13M	Sell	6,400 -33	-0.5%	-$5.36K	0.01%	147
2023 Q1	$993K	Hold	6,433	–	–	0.01%	155
2022 Q4	$923K	Hold	6,433	–	–	0.01%	155
2022 Q3	$1.09M	Sell	6,433 -2,500	-28%	-$414K	0.01%	140
2022 Q2	$1.24M	Buy	8,933 +4,625	+107%	+$733K	0.02%	141
2022 Q1	$987K	Buy	4,308 +1	+0%	+$258	0.01%	161
2021 Q4	$1.46M	Sell	4,307 -15	-0.3%	-$5.23K	0.01%	145
2021 Q3	$1.31M	Buy	4,322 +1,322	+44%	+$376K	0.01%	148
2021 Q2	$725K	Buy	+3,000	New	+$698K	0.01%	194
2021 Q1	–	Sell	-305	Closed	-$86K	–	637
2020 Q4	$86K	Buy	305 +205	+205%	+$58.3K	﹤0.01%	368
2020 Q3	$25K	Buy	+100	New	+$23.8K	﹤0.01%	449

Other funds holding SNOW

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HIIFS

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SNOW Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Snowflake (SNOW) stake by 2.9% in Q2 2026, buying an estimated $39K and bringing the position to 7,612 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #129.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SNOW in Q3 2020 and has held it in 23 quarters since. 709 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 7,612 shares of Snowflake worth $1.94M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 212 Snowflake shares in Q2 2026, an estimated $39K.
Snowflake made up 0.02% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #129 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Snowflake in Q3 2020 and has held it in 23 quarters since.
709 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.