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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
Q2 		$3.36M Buy
+13,217
New +$2.43M 0.02% 234
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Moneta Group Investment Advisors's SNOW Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Snowflake (SNOW) in Q2 2026: 13,217 shares worth $3.36M. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in SNOW as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in SNOW in Q4 2023 and has held it in 4 quarters since. 1,460 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Moneta Group Investment Advisors held 13,217 shares of Snowflake worth $3.36M as of Q2 2026.
  • Snowflake was a new Moneta Group Investment Advisors position in Q2 2026.
  • Snowflake made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Moneta Group Investment Advisors first reported a position in Snowflake in Q4 2023 and has held it in 4 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.