Morningstar Investment Management’s Snap-on SNA Stock Holding History

Morningstar Investment Management’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	$787K	Hold	2,168	–	–	0.05%	224
2026 Q1	$787K	Sell	2,168 -632	-23%	-$234K	0.05%	222
2025 Q4	$965K	Sell	2,800 -2	-0.1%	-$684	0.06%	217
2025 Q3	$971K	Buy	2,802 +2,043	+269%	+$669K	0.04%	351
2025 Q2	$236K	Buy	+759	New	+$241K	0.02%	188
2025 Q1	–	Sell	-732	Closed	-$248K	–	196
2024 Q4	$248K	Hold	732	–	–	0.02%	184
2024 Q3	$217K	Buy	+732	New	+$202K	0.02%	202
2024 Q2	–	Sell	-712	Closed	-$211K	–	200
2024 Q1	$211K	Hold	712	–	–	0.02%	197
2023 Q4	$206K	Buy	+712	New	+$192K	0.02%	193
2023 Q3	–	Sell	-697	Closed	-$201K	–	175
2023 Q2	$201K	Buy	+697	New	+$180K	0.03%	172

Other funds holding SNA

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Morningstar Investment Management's SNA Position: Q2 2026 in Review

Morningstar Investment Management held its Snap-on (SNA) position steady in Q2 2026 at 2,168 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #224.

Morningstar Investment Management first reported a position in SNA in Q2 2023 and has held it in 10 quarters since. The position peaked at $971K in Q3 2025. 432 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

Morningstar Investment Management held 2,168 shares of Snap-on worth $787K as of Q2 2026.
Morningstar Investment Management left its Snap-on share count unchanged in Q2 2026.
Snap-on made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #224 holding.
Morningstar Investment Management first reported a position in Snap-on in Q2 2023 and has held it in 10 quarters since.
Morningstar Investment Management's Snap-on position peaked at $971K in Q3 2025.
432 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.