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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
Q2 		$607K Buy
1,508
+544
+56% +$206K 0.01% 653
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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Modern Wealth Management increased its Snap-on (SNA) stake by 56% in Q2 2026, buying an estimated $206K and bringing the position to 1,508 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #653.

Modern Wealth Management first reported a position in SNA in Q4 2024 and has held it in 6 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Modern Wealth Management held 1,508 shares of Snap-on worth $607K as of Q2 2026.
  • Modern Wealth Management bought 544 Snap-on shares in Q2 2026, an estimated $206K.
  • Snap-on made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #653 holding.
  • Modern Wealth Management first reported a position in Snap-on in Q4 2024 and has held it in 6 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

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