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Mascoma Wealth Management’s Snap-on SNA Stock Holding History

Mascoma Wealth Management’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1K Hold
50
– – ﹤0.01% 262
2026
Q1 		$18.2K Hold
50
– – ﹤0.01% 268
2025
Q4 		$17.2K Hold
50
– – ﹤0.01% 272
2025
Q3 		$17.3K Hold
50
– – ﹤0.01% 275
2025
Q2 		$15.6K Hold
50
– – ﹤0.01% 283
2025
Q1 		$16.9K Hold
50
– – ﹤0.01% 279
2024
Q4 		$17K Hold
50
– – ﹤0.01% 287
2024
Q3 		$14.5K Hold
50
– – ﹤0.01% 293
2024
Q2 		$13.1K Hold
50
– – ﹤0.01% 308
2024
Q1 		$14.8K Hold
50
– – ﹤0.01% 279
2023
Q4 		$14.4K Sell
50
-26
-34% -$7.02K ﹤0.01% 293
2023
Q3 		$19.4K Buy
76
+26
+52% +$7.03K 0.01% 276
2023
Q2 		$13.6K Hold
50
– – ﹤0.01% 297
2023
Q1 		$13K Hold
50
– – ﹤0.01% 381
2022
Q4 		$11.4K Hold
50
– – ﹤0.01% 392
2022
Q3 		$10K Sell
50
-24
-32% -$5.17K ﹤0.01% 407
2022
Q2 		$15K Buy
74
+14
+23% +$2.98K 0.01% 376
2022
Q1 		$12K Buy
60
+10
+20% +$2.11K ﹤0.01% 419
2021
Q4 		$11K Hold
50
– – ﹤0.01% 398
2021
Q3 		$10K Buy
+50
New +$11.1K ﹤0.01% 346
2021
Q2 		– Sell
-50
Closed -$12K – 373
2021
Q1 		$12K Buy
+50
New +$9.85K 0.01% 337
2017
Q1 		– Sell
-154
Closed -$26K – 376
2016
Q4 		$26K Buy
+154
New +$25.1K 0.02% 191

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Mascoma Wealth Management's SNA Position: Q2 2026 in Review

Mascoma Wealth Management held its Snap-on (SNA) position steady in Q2 2026 at 50 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Mascoma Wealth Management first reported a position in SNA in Q4 2016 and has held it in 22 quarters since. The position peaked at $26K in Q4 2016. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Mascoma Wealth Management held 50 shares of Snap-on worth $20.1K as of Q2 2026.
  • Mascoma Wealth Management left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Mascoma Wealth Management first reported a position in Snap-on in Q4 2016 and has held it in 22 quarters since.
  • Mascoma Wealth Management's Snap-on position peaked at $26K in Q4 2016.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

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