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Medallion Wealth Advisors’s Snowflake SNOW Stock Holding History

Medallion 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 		$63.6K Sell
250
-8
-3% -$1.47K 0.02% 423
2026
Q1 		$38.9K Hold
258
– – 0.01% 519
2025
Q4 		$56.6K Sell
258
-5
-2% -$1.22K 0.02% 455
2025
Q3 		$59.3K Sell
263
-6
-2% -$1.29K 0.02% 443
2025
Q2 		$58.1K Hold
269
– – 0.02% 441
2025
Q1 		$40.2K Sell
269
-39
-13% -$6.62K 0.02% 457
2024
Q4 		$47.6K Buy
+308
New +$43.4K 0.02% 418

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Medallion Wealth Advisors's SNOW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Snowflake (SNOW) stake by 3.1% in Q2 2026, selling an estimated $1.47K and leaving 250 shares worth $63.6K. The position accounts for 0.02% of the portfolio, ranked #423.

Medallion Wealth Advisors first reported a position in SNOW in Q4 2024 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Medallion Wealth Advisors held 250 shares of Snowflake worth $63.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 8 Snowflake shares in Q2 2026, an estimated $1.47K.
  • Snowflake made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • Medallion Wealth Advisors first reported a position in Snowflake in Q4 2024 and has held it in 7 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.