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

MOKAN 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 		$1.32M Sell
3,266
-528
-14% -$200K 0.5% 40
2026
Q1 		$1.38M Sell
3,794
-2,052
-35% -$760K 0.61% 41
2025
Q4 		$2.01M Sell
5,846
-566
-9% -$194K 0.89% 29
2025
Q3 		$2.22M Sell
6,412
-59
-0.9% -$19.3K 1.12% 27
2025
Q2 		$2.01M Buy
6,471
+844
+15% +$269K 1.13% 31
2025
Q1 		$1.89M Buy
5,627
+749
+15% +$255K 1.14% 28
2024
Q4 		$1.66M Buy
+4,878
New +$1.65M 1.05% 31

Other funds holding SNA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

MOKAN Wealth Management reduced its Snap-on (SNA) stake by 14% in Q2 2026, selling an estimated $200K and leaving 3,266 shares worth $1.32M. The position accounts for 0.5% of the portfolio, ranked #40.

MOKAN Wealth Management first reported a position in SNA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2025. 439 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • MOKAN Wealth Management held 3,266 shares of Snap-on worth $1.32M as of Q2 2026.
  • MOKAN Wealth Management sold 528 Snap-on shares in Q2 2026, an estimated $200K.
  • Snap-on made up 0.5% of MOKAN Wealth Management's portfolio in Q2 2026, its #40 holding.
  • MOKAN Wealth Management first reported a position in Snap-on in Q4 2024 and has held it in 7 quarters since.
  • MOKAN Wealth Management's Snap-on position peaked at $2.22M in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.