Marshall & Sterling Wealth Advisors’s Snowflake SNOW Stock Holding History

Marshall & Sterling Wealth 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	$3.82K	Hold	15	–	–	﹤0.01%	281
2026 Q1	$2.26K	Sell	15 -7	-32%	-$1.3K	﹤0.01%	289
2025 Q4	$4.83K	Hold	22	–	–	﹤0.01%	257
2025 Q3	$4.96K	Sell	22 -6	-21%	-$1.29K	﹤0.01%	504
2025 Q2	$6.27K	Sell	28 -3	-10%	-$542	﹤0.01%	445
2025 Q1	$4.53K	Sell	31 -2	-6%	-$339	﹤0.01%	489
2024 Q4	$5.09K	Buy	+33	New	+$4.65K	﹤0.01%	256

Other funds holding SNOW

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

GPTE

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SNOW Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Snowflake (SNOW) position steady in Q2 2026 at 15 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Marshall & Sterling Wealth Advisors first reported a position in SNOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27K in Q2 2025. 276 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Marshall & Sterling Wealth Advisors held 15 shares of Snowflake worth $3.82K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Snowflake share count unchanged in Q2 2026.
Snowflake made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #281 holding.
Marshall & Sterling Wealth Advisors first reported a position in Snowflake in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Snowflake position peaked at $6.27K in Q2 2025.
276 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.