Meridian Wealth Management’s Snowflake SNOW Stock Holding History

Meridian Wealth Management’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 Q1	$205K	Sell	1,359 -2,137	-61%	-$396K	0.01%	745
2025 Q4	$767K	Buy	+3,496	New	+$853K	0.03%	397
2025 Q3	–	Sell	-2,534	Closed	-$567K	–	725
2025 Q2	$567K	Buy	+2,534	New	+$458K	0.02%	416
2024 Q1	–	Sell	-1,446	Closed	-$288K	–	474
2023 Q4	$288K	Buy	+1,446	New	+$244K	0.02%	508
2023 Q2	–	Sell	-6,925	Closed	-$1.07M	–	565
2023 Q1	$1.07M	Buy	6,925 +34	+0.5%	+$4.99K	0.09%	194
2022 Q4	$989K	Sell	6,891 -784	-10%	-$120K	0.1%	197
2022 Q3	$1.3M	Buy	7,675 +69	+0.9%	+$11.4K	0.14%	151
2022 Q2	$1.06M	Buy	7,606 +219	+3%	+$34.7K	0.09%	238
2022 Q1	$1.69M	Sell	7,387 -606	-8%	-$157K	0.19%	106
2021 Q4	$2.71M	Sell	7,993 -292	-4%	-$102K	0.29%	79
2021 Q3	$2.51M	Buy	+8,285	New	+$2.36M	0.31%	71

Other funds holding SNOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Meridian Wealth Management's SNOW Position: Q1 2026 in Review

Meridian Wealth Management reduced its Snowflake (SNOW) stake by 61% in Q1 2026, selling an estimated $396K and leaving 1,359 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #745.

Meridian Wealth Management first reported a position in SNOW in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

Meridian Wealth Management held 1,359 shares of Snowflake worth $205K as of Q1 2026.
Meridian Wealth Management sold 2,137 Snowflake shares in Q1 2026, an estimated $396K.
Snowflake made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #745 holding.
Meridian Wealth Management first reported a position in Snowflake in Q3 2021 and has held it in 11 quarters since.
Meridian Wealth Management's Snowflake position peaked at $2.71M in Q4 2021.
1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.