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Pacific Wealth Strategies Group’s Snowflake SNOW Stock Holding History

Pacific Wealth Strategies Group’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 		– Sell
-940
Closed -$206K – 64
2025
Q4 		$206K Hold
940
– – 0.12% 57
2025
Q3 		$212K Hold
940
– – 0.13% 59
2025
Q2 		$210K Buy
+940
New +$170K 0.14% 53
2022
Q1 		– Sell
-621
Closed -$210K – 85
2021
Q4 		$210K Buy
+621
New +$216K 0.07% 84

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

Pacific Wealth Strategies Group's SNOW Position: Q1 2026 in Review

Pacific Wealth Strategies Group sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 940 shares — an estimated $206K sold.

Pacific Wealth Strategies Group first reported a position in SNOW in Q4 2021 and held it in 4 quarters. The position peaked at $212K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Pacific Wealth Strategies Group reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 940 Snowflake shares in Q1 2026, an estimated $206K.
  • Pacific Wealth Strategies Group first reported a position in Snowflake in Q4 2021 and held it in 4 quarters.
  • Pacific Wealth Strategies Group's Snowflake position peaked at $212K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2026, filed 7 May 2026.