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Montag & Associates’s Snap-on SNA Stock Holding History

Montag & Associates’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 		$38.2K Hold
95
– – ﹤0.01% 629
2026
Q1 		$34.5K Hold
95
– – ﹤0.01% 632
2025
Q4 		$32.7K Buy
95
+73
+332% +$25K ﹤0.01% 645
2025
Q3 		$7.62K Buy
+22
New +$7.2K ﹤0.01% 787
2024
Q4 		– Sell
-75
Closed -$21.7K – 1035
2024
Q3 		$21.7K Buy
+75
New +$20.7K ﹤0.01% 721

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

Montag & Associates's SNA Position: Q2 2026 in Review

Montag & Associates held its Snap-on (SNA) position steady in Q2 2026 at 95 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Montag & Associates first reported a position in SNA in Q3 2024 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Montag & Associates held 95 shares of Snap-on worth $38.2K as of Q2 2026.
  • Montag & Associates left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #629 holding.
  • Montag & Associates first reported a position in Snap-on in Q3 2024 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.