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Moran Wealth Management’s Snowflake SNOW Stock Holding History

Moran Wealth Management’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 		$333K Sell
1,310
-182
-12% -$33.5K 0.01% 443
2026
Q1 		$225K Sell
1,492
-15
-1% -$2.78K 0.01% 456
2025
Q4 		$331K Sell
1,507
-207
-12% -$50.5K 0.01% 435
2025
Q3 		$387K Buy
+1,714
New +$368K 0.01% 433
2024
Q2 		– Sell
-1,943
Closed -$314K – 431
2024
Q1 		$314K Buy
1,943
+732
+60% +$142K 0.01% 373
2023
Q4 		$241K Buy
+1,211
New +$205K 0.01% 381

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

Moran Wealth Management's SNOW Position: Q2 2026 in Review

Moran Wealth Management reduced its Snowflake (SNOW) stake by 12% in Q2 2026, selling an estimated $33.5K and leaving 1,310 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #443.

Moran Wealth Management first reported a position in SNOW in Q4 2023 and has held it in 6 quarters since. The position peaked at $387K in Q3 2025. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Moran Wealth Management held 1,310 shares of Snowflake worth $333K as of Q2 2026.
  • Moran Wealth Management sold 182 Snowflake shares in Q2 2026, an estimated $33.5K.
  • Snowflake made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Moran Wealth Management first reported a position in Snowflake in Q4 2023 and has held it in 6 quarters since.
  • Moran Wealth Management's Snowflake position peaked at $387K in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.