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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
Q2 		$236K Buy
586
+2
+0.3% +$756 ﹤0.01% 1085
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 $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

Mount Yale Investment Advisors's SNA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Snap-on (SNA) stake by 0.34% in Q2 2026, buying an estimated $756 and bringing the position to 586 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Mount Yale Investment Advisors first reported a position in SNA in Q1 2018 and has held it in 16 quarters since. The position peaked at $885K in Q2 2018. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Mount Yale Investment Advisors held 586 shares of Snap-on worth $236K as of Q2 2026.
  • Mount Yale Investment Advisors bought 2 Snap-on shares in Q2 2026, an estimated $756.
  • Snap-on made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1085 holding.
  • Mount Yale Investment Advisors first reported a position in Snap-on in Q1 2018 and has held it in 16 quarters since.
  • Mount Yale Investment Advisors's Snap-on position peaked at $885K in Q2 2018.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.