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McKinley Carter Wealth Services’s Sonoma Pharmaceuticals SNOA Stock Holding History

McKinley Carter Wealth Services’s Portfolio SNOA Stock Details SNOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.8K Hold
11,193
– – ﹤0.01% 304
2025
Q4 		$40.7K Buy
+11,193
New +$41.3K ﹤0.01% 319

Other funds holding SNOA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

McKinley Carter Wealth Services's SNOA Position: Q1 2026 in Review

McKinley Carter Wealth Services held its Sonoma Pharmaceuticals (SNOA) position steady in Q1 2026 at 11,193 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

McKinley Carter Wealth Services first reported a position in SNOA in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.7K in Q4 2025. 17 funds tracked by Wall St. Rank hold SNOA as of Q1 2026.

  • McKinley Carter Wealth Services held 11,193 shares of Sonoma Pharmaceuticals worth $23.8K as of Q1 2026.
  • McKinley Carter Wealth Services left its Sonoma Pharmaceuticals share count unchanged in Q1 2026.
  • Sonoma Pharmaceuticals made up ﹤0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #304 holding.
  • McKinley Carter Wealth Services first reported a position in Sonoma Pharmaceuticals in Q4 2025 and has held it in 2 quarters since.
  • McKinley Carter Wealth Services's Sonoma Pharmaceuticals position peaked at $40.7K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Sonoma Pharmaceuticals as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.