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ORG Wealth Partners’s Snowflake SNOW Stock Holding History

ORG 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
Q2 		$2.45M Buy
9,634
+688
+8% +$127K 0.37% 35
2026
Q1 		$1.35M Buy
8,946
+1,677
+23% +$310K 0.27% 60
2025
Q4 		$1.59M Buy
7,269
+598
+9% +$146K 0.37% 43
2025
Q3 		$1.5M Sell
6,671
-137
-2% -$29.4K 0.32% 51
2025
Q2 		$1.47M Buy
6,808
+801
+13% +$145K 0.35% 41
2025
Q1 		$898K Buy
+6,007
New +$1.02M 0.28% 67
2024
Q4 		– Sell
-23
Closed -$2.64K – 536
2024
Q3 		$2.64K Buy
+23
New +$2.83K ﹤0.01% 438

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ORG Wealth Partners's SNOW Position: Q2 2026 in Review

ORG Wealth Partners increased its Snowflake (SNOW) stake by 7.7% in Q2 2026, buying an estimated $127K and bringing the position to 9,634 shares worth $2.45M. The position accounts for 0.37% of the portfolio, ranked #35.

ORG Wealth Partners first reported a position in SNOW in Q3 2024 and has held it in 7 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • ORG Wealth Partners held 9,634 shares of Snowflake worth $2.45M as of Q2 2026.
  • ORG Wealth Partners bought 688 Snowflake shares in Q2 2026, an estimated $127K.
  • Snowflake made up 0.37% of ORG Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • ORG Wealth Partners first reported a position in Snowflake in Q3 2024 and has held it in 7 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.