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Moneta Group Investment Advisors’s Snowflake SNOW Stock Holding History

Moneta Group Investment Advisors’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 		– Sell
-1,009
Closed -$221K – 850
2025
Q4 		$221K Buy
+1,009
New +$246K ﹤0.01% 742
2024
Q2 		– Sell
-1,487
Closed -$240K – 627
2024
Q1 		$240K Buy
1,487
+218
+17% +$42.3K ﹤0.01% 539
2023
Q4 		$253K Buy
+1,269
New +$215K 0.01% 482

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Moneta Group Investment Advisors sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 1,009 shares — an estimated $221K sold.

Moneta Group Investment Advisors first reported a position in SNOW in Q4 2023 and held it in 3 quarters. The position peaked at $253K in Q4 2023. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,009 Snowflake shares in Q1 2026, an estimated $221K.
  • Moneta Group Investment Advisors first reported a position in Snowflake in Q4 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Snowflake position peaked at $253K in Q4 2023.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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