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Pacific Capital Wealth Advisors’s Snap-on SNA Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-144
Closed -$48.9K – 322
2024
Q4 		$48.9K Hold
144
– – 0.01% 150
2024
Q3 		$41.7K Hold
144
– – 0.01% 175
2024
Q2 		$37.6K Sell
144
-45
-24% -$12.4K 0.01% 179
2024
Q1 		$56K Hold
189
– – 0.01% 128
2023
Q4 		$54.6K Buy
+189
New +$51K 0.01% 128

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Pacific Capital Wealth Advisors's SNA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Snap-on (SNA) in Q1 2025, closing a stake of 144 shares — an estimated $48.9K sold.

Pacific Capital Wealth Advisors first reported a position in SNA in Q4 2023 and held it in 5 quarters. The position peaked at $56K in Q1 2024. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 144 Snap-on shares in Q1 2025, an estimated $48.9K.
  • Pacific Capital Wealth Advisors first reported a position in Snap-on in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Snap-on position peaked at $56K in Q1 2024.
  • 968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.