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

Modern 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
Q1 		$354K Sell
964
-79
-8% -$29.3K 0.01% 667
2025
Q4 		$360K Buy
1,043
+459
+79% +$157K 0.01% 630
2025
Q3 		$202K Buy
+584
New +$191K ﹤0.01% 765
2025
Q2 		– Sell
-638
Closed -$215K – 804
2025
Q1 		$215K Buy
638
+44
+7% +$15K 0.01% 627
2024
Q4 		$202K Buy
+594
New +$200K 0.01% 553

Other funds holding SNA

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Modern Wealth Management's SNA Position: Q1 2026 in Review

Modern Wealth Management reduced its Snap-on (SNA) stake by 7.6% in Q1 2026, selling an estimated $29.3K and leaving 964 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #667.

Modern Wealth Management first reported a position in SNA in Q4 2024 and has held it in 5 quarters since. The position peaked at $360K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Modern Wealth Management held 964 shares of Snap-on worth $354K as of Q1 2026.
  • Modern Wealth Management sold 79 Snap-on shares in Q1 2026, an estimated $29.3K.
  • Snap-on made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #667 holding.
  • Modern Wealth Management first reported a position in Snap-on in Q4 2024 and has held it in 5 quarters since.
  • Modern Wealth Management's Snap-on position peaked at $360K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.