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Mowery & Schoenfeld Wealth Management’s Snap-on SNA Stock Holding History

Mowery & Schoenfeld Wealth 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
2025
Q3 		– Sell
-1
Closed -$312 – 399
2025
Q2 		$312 Hold
1
– – ﹤0.01% 381
2025
Q1 		$338 Hold
1
– – ﹤0.01% 442
2024
Q4 		$340 Buy
+1
New +$338 ﹤0.01% 474

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SNA Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Snap-on (SNA) in Q3 2025, closing a stake of 1 share — an estimated $312 sold.

Mowery & Schoenfeld Wealth Management first reported a position in SNA in Q4 2024 and held it in 3 quarters. The position peaked at $340 in Q4 2024. 956 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Snap-on position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1 Snap-on share in Q3 2025, an estimated $312.
  • Mowery & Schoenfeld Wealth Management first reported a position in Snap-on in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Snap-on position peaked at $340 in Q4 2024.
  • 956 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.