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Mount Yale Investment Advisors’s Snowflake SNOW Stock Holding History

Mount Yale Investment Advisors’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 		$2.41M Buy
9,458
+3,692
+64% +$679K 0.04% 376
2026
Q1 		$870K Buy
5,766
+3,467
+151% +$642K 0.02% 557
2025
Q4 		$504K Buy
2,299
+697
+44% +$170K 0.02% 458
2025
Q3 		$361K Sell
1,602
-1,163
-42% -$250K 0.03% 480
2025
Q2 		$619K Buy
+2,765
New +$500K 0.05% 298
2024
Q2 		– Sell
-1,999
Closed -$323K – 578
2024
Q1 		$323K Buy
+1,999
New +$388K 0.02% 433
2023
Q1 		– Sell
-2,389
Closed -$343K – 529
2022
Q4 		$343K Buy
+2,389
New +$364K 0.04% 337
2022
Q3 		– Sell
-2,044
Closed -$284K – 477
2022
Q2 		$284K Buy
+2,044
New +$324K 0.04% 368

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 $3.38T AUM 44.17% 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

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

Mount Yale Investment Advisors increased its Snowflake (SNOW) stake by 64% in Q2 2026, buying an estimated $679K and bringing the position to 9,458 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #376.

Mount Yale Investment Advisors first reported a position in SNOW in Q2 2022 and has held it in 8 quarters since. 1,464 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Mount Yale Investment Advisors held 9,458 shares of Snowflake worth $2.41M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,692 Snowflake shares in Q2 2026, an estimated $679K.
  • Snowflake made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Mount Yale Investment Advisors first reported a position in Snowflake in Q2 2022 and has held it in 8 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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