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Mount Yale Investment Advisors’s Snap-on SNA Stock Holding History

Mount Yale Investment Advisors’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 		$212K Buy
+584
New +$216K ﹤0.01% 1035
2025
Q4 		– Sell
-2,066
Closed -$716K – 789
2025
Q3 		$716K Buy
2,066
+11
+0.5% +$3.6K 0.05% 345
2025
Q2 		$640K Buy
2,055
+58
+3% +$18.5K 0.05% 291
2025
Q1 		$673K Buy
1,997
+71
+4% +$24.1K 0.06% 266
2024
Q4 		$654K Sell
1,926
-3
-0.2% -$1.01K 0.05% 294
2024
Q3 		$559K Buy
1,929
+9
+0.5% +$2.48K 0.05% 323
2024
Q2 		$502K Buy
1,920
+39
+2% +$10.7K 0.04% 343
2024
Q1 		$557K Buy
+1,881
New +$534K 0.04% 332
2022
Q3 		– Sell
-1,960
Closed -$386K – 476
2022
Q2 		$386K Buy
1,960
+49
+3% +$10.4K 0.05% 314
2022
Q1 		$393K Sell
1,911
-471
-20% -$99.4K 0.04% 327
2021
Q4 		$513K Buy
2,382
+150
+7% +$32K 0.05% 288
2021
Q3 		$466K Buy
+2,232
New +$495K 0.05% 299
2018
Q4 		– Sell
-40
Closed -$6K – 701
2018
Q3 		$6K Sell
40
-5,465
-99% -$953K ﹤0.01% 875
2018
Q2 		$885K Buy
5,505
+686
+14% +$104K 0.17% 121
2018
Q1 		$711K Buy
+4,819
New +$792K 0.15% 128

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

Mount Yale Investment Advisors's SNA Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Snap-on (SNA) in Q1 2026: 584 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SNA as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in SNA in Q1 2018 and has held it in 15 quarters since. The position peaked at $885K in Q2 2018. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Mount Yale Investment Advisors held 584 shares of Snap-on worth $212K as of Q1 2026.
  • Snap-on was a new Mount Yale Investment Advisors position in Q1 2026.
  • Snap-on made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1035 holding.
  • Mount Yale Investment Advisors first reported a position in Snap-on in Q1 2018 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's Snap-on position peaked at $885K in Q2 2018.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.