MA
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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
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 $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

Montag & Associates's SNA Position: Q1 2026 in Review

Montag & Associates held its Snap-on (SNA) position steady in Q1 2026 at 95 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Montag & Associates first reported a position in SNA in Q3 2024 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Montag & Associates held 95 shares of Snap-on worth $34.5K as of Q1 2026.
  • Montag & Associates left its Snap-on share count unchanged in Q1 2026.
  • Snap-on made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #632 holding.
  • Montag & Associates first reported a position in Snap-on in Q3 2024 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.