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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Mount Yale Investment Advisors increased its Snowflake (SNOW) stake by 151% in Q1 2026, buying an estimated $642K and bringing the position to 5,766 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #557.

Mount Yale Investment Advisors first reported a position in SNOW in Q2 2022 and has held it in 7 quarters since. 1,281 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Mount Yale Investment Advisors held 5,766 shares of Snowflake worth $870K as of Q1 2026.
  • Mount Yale Investment Advisors bought 3,467 Snowflake shares in Q1 2026, an estimated $642K.
  • Snowflake made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #557 holding.
  • Mount Yale Investment Advisors first reported a position in Snowflake in Q2 2022 and has held it in 7 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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