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Moneta Group Investment Advisors’s Snap-on SNA Stock Holding History

Moneta Group Investment Advisors’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 		$440K Sell
1,210
-38
-3% -$14.1K ﹤0.01% 541
2025
Q4 		$430K Sell
1,248
-23
-2% -$7.86K ﹤0.01% 543
2025
Q3 		$440K Buy
+1,271
New +$416K ﹤0.01% 529
2015
Q4 		– Sell
-63
Closed -$10K – 369
2015
Q3 		$10K Buy
+63
New +$10.1K ﹤0.01% 420

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

Moneta Group Investment Advisors's SNA Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Snap-on (SNA) stake by 3% in Q1 2026, selling an estimated $14.1K and leaving 1,210 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Moneta Group Investment Advisors first reported a position in SNA in Q3 2015 and has held it in 4 quarters since. The position peaked at $440K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Moneta Group Investment Advisors held 1,210 shares of Snap-on worth $440K as of Q1 2026.
  • Moneta Group Investment Advisors sold 38 Snap-on shares in Q1 2026, an estimated $14.1K.
  • Snap-on made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #541 holding.
  • Moneta Group Investment Advisors first reported a position in Snap-on in Q3 2015 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Snap-on position peaked at $440K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.