OIA
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OneDigital Investment Advisors’s Snap-on SNA Stock Holding History

OneDigital Investment Advisors’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 		$1.77M Sell
4,866
-274
-5% -$102K 0.02% 509
2025
Q4 		$1.77M Buy
5,140
+4,466
+663% +$1.53M 0.02% 493
2025
Q3 		$234K Sell
674
-62
-8% -$20.3K ﹤0.01% 1343
2025
Q2 		$229K Sell
736
-131
-15% -$41.7K ﹤0.01% 1316
2025
Q1 		$292K Buy
867
+181
+26% +$61.5K ﹤0.01% 1124
2024
Q4 		$233K Buy
+686
New +$232K ﹤0.01% 1258
2019
Q3 		– Sell
-114
Closed -$19K – 1061
2019
Q2 		$19K Hold
114
– – ﹤0.01% 823
2019
Q1 		$18K Buy
+114
New +$18.1K ﹤0.01% 762
2018
Q4 		– Sell
-113
Closed -$21K – 1268
2018
Q3 		$21K Buy
113
+18
+19% +$3.14K ﹤0.01% 653
2018
Q2 		$15K Buy
+95
New +$14.4K ﹤0.01% 921

Other funds holding SNA

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return