NewSquare Capital’s Snap-on SNA Stock Holding History

NewSquare Capital’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	$2.6M	Sell	7,166 -39	-0.5%	-$14.4K	0.23%	113
2025 Q4	$2.48M	Sell	7,205 -2,954	-29%	-$1.01M	0.22%	103
2025 Q3	$3.52M	Buy	10,159 +77	+0.8%	+$25.2K	0.24%	102
2025 Q2	$3.14M	Buy	10,082 +10,066	+62,913%	+$3.2M	0.23%	98
2025 Q1	$5.39K	Buy	16 +9	+129%	+$3.06K	﹤0.01%	681
2024 Q4	$2.38K	Buy	+7	New	+$2.36K	﹤0.01%	511

Other funds holding SNA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

NewSquare Capital's SNA Position: Q1 2026 in Review

NewSquare Capital reduced its Snap-on (SNA) stake by 0.54% in Q1 2026, selling an estimated $14.4K and leaving 7,166 shares worth $2.6M. The position accounts for 0.23% of the portfolio, ranked #113.

NewSquare Capital first reported a position in SNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.52M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

NewSquare Capital held 7,166 shares of Snap-on worth $2.6M as of Q1 2026.
NewSquare Capital sold 39 Snap-on shares in Q1 2026, an estimated $14.4K.
Snap-on made up 0.23% of NewSquare Capital's portfolio in Q1 2026, its #113 holding.
NewSquare Capital first reported a position in Snap-on in Q4 2024 and has held it in 6 quarters since.
NewSquare Capital's Snap-on position peaked at $3.52M in Q3 2025.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.