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Oak Harbor Wealth Partners’s Snowflake SNOW Stock Holding History

Oak Harbor Wealth Partners’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 		$638K Buy
4,233
+3,297
+352% +$610K 0.15% 123
2025
Q4 		$205K Sell
936
-139
-13% -$33.9K 0.05% 191
2025
Q3 		$242K Hold
1,075
– – 0.06% 182
2025
Q2 		$241K Sell
1,075
-675
-39% -$122K 0.07% 176
2025
Q1 		$256K Sell
1,750
-387
-18% -$65.7K 0.07% 177
2024
Q4 		$330K Sell
2,137
-1,250
-37% -$176K 0.1% 134
2024
Q3 		$389K Hold
3,387
– – 0.11% 130
2024
Q2 		$458K Sell
3,387
-342
-9% -$50.5K 0.14% 112
2024
Q1 		$603K Buy
3,729
+2
+0.1% +$388 0.19% 108
2023
Q4 		$742K Sell
3,727
-517
-12% -$87.4K 0.25% 83
2023
Q3 		$648K Hold
4,244
– – 0.23% 96
2023
Q2 		$747K Hold
4,244
– – 0.26% 82
2023
Q1 		$655K Buy
4,244
+585
+16% +$85.8K 0.24% 86
2022
Q4 		$525K Buy
3,659
+20
+0.5% +$3.05K 0.2% 94
2022
Q3 		$618K Buy
3,639
+2,000
+122% +$331K 0.24% 84
2022
Q2 		$228K Buy
1,639
+523
+47% +$82.9K 0.09% 138
2022
Q1 		$256K Buy
+1,116
New +$288K 0.08% 141

Other funds holding SNOW

BlackRock
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
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 $2.9T AUM 29.55% 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 $145B AUM 34.61% 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

Oak Harbor Wealth Partners's SNOW Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Snowflake (SNOW) stake by 352% in Q1 2026, buying an estimated $610K and bringing the position to 4,233 shares worth $638K. The position accounts for 0.15% of the portfolio, ranked #123.

Oak Harbor Wealth Partners first reported a position in SNOW in Q1 2022 and has held it in 17 quarters since. The position peaked at $747K in Q2 2023. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Oak Harbor Wealth Partners held 4,233 shares of Snowflake worth $638K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 3,297 Snowflake shares in Q1 2026, an estimated $610K.
  • Snowflake made up 0.15% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #123 holding.
  • Oak Harbor Wealth Partners first reported a position in Snowflake in Q1 2022 and has held it in 17 quarters since.
  • Oak Harbor Wealth Partners's Snowflake position peaked at $747K in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.