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Peak Retirement Planning’s Snap-on SNA Stock Holding History

Peak Retirement Planning’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
Q2 		$3.46M Buy
8,587
+2,298
+37% +$869K 0.55% 53
2026
Q1 		$2.28M Buy
6,289
+482
+8% +$179K 0.46% 62
2025
Q4 		$2M Buy
5,807
+395
+7% +$135K 0.47% 69
2025
Q3 		$1.88M Buy
5,412
+1,414
+35% +$463K 0.53% 47
2025
Q2 		$1.24M Buy
3,998
+1,040
+35% +$331K 0.5% 68
2025
Q1 		$997K Buy
2,958
+664
+29% +$226K 0.55% 59
2024
Q4 		$782K Buy
+2,294
New +$774K 0.53% 69

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peak Retirement Planning's SNA Position: Q2 2026 in Review

Peak Retirement Planning increased its Snap-on (SNA) stake by 37% in Q2 2026, buying an estimated $869K and bringing the position to 8,587 shares worth $3.46M. The position accounts for 0.55% of the portfolio, ranked #53.

Peak Retirement Planning first reported a position in SNA in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Peak Retirement Planning held 8,587 shares of Snap-on worth $3.46M as of Q2 2026.
  • Peak Retirement Planning bought 2,298 Snap-on shares in Q2 2026, an estimated $869K.
  • Snap-on made up 0.55% of Peak Retirement Planning's portfolio in Q2 2026, its #53 holding.
  • Peak Retirement Planning first reported a position in Snap-on in Q4 2024 and has held it in 7 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.