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Perigon Wealth Management’s Snap-on SNA Stock Holding History

Perigon Wealth Management’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 		$391K Buy
1,075
+81
+8% +$30K 0.01% 911
2025
Q4 		$343K Buy
994
+78
+9% +$26.7K 0.01% 970
2025
Q3 		$317K Sell
916
-97
-10% -$31.8K 0.01% 927
2025
Q2 		$315K Buy
1,013
+80
+9% +$25.5K 0.01% 829
2025
Q1 		$315K Buy
933
+65
+7% +$22.1K 0.01% 796
2024
Q4 		$300K Buy
868
+75
+9% +$25.3K 0.01% 816
2024
Q3 		$230K Sell
793
-9
-1% -$2.48K 0.01% 885
2024
Q2 		$210K Sell
802
-6
-0.7% -$1.65K 0.01% 801
2024
Q1 		$239K Buy
+808
New +$229K 0.01% 742
2021
Q1 		– Sell
-131
Closed -$22K – 944
2020
Q4 		$22K Buy
+131
New +$21.9K ﹤0.01% 1015
2018
Q2 		– Sell
-970
Closed -$143K – 536
2018
Q1 		$143K Hold
970
– – 0.05% 195
2017
Q4 		$169K Hold
970
– – 0.06% 154
2017
Q3 		$145K Buy
+970
New +$146K 0.05% 220

Other funds holding SNA

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
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

Perigon Wealth Management's SNA Position: Q1 2026 in Review

Perigon Wealth Management increased its Snap-on (SNA) stake by 8.1% in Q1 2026, buying an estimated $30K and bringing the position to 1,075 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #911.

Perigon Wealth Management first reported a position in SNA in Q3 2017 and has held it in 13 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Perigon Wealth Management held 1,075 shares of Snap-on worth $391K as of Q1 2026.
  • Perigon Wealth Management bought 81 Snap-on shares in Q1 2026, an estimated $30K.
  • Snap-on made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #911 holding.
  • Perigon Wealth Management first reported a position in Snap-on in Q3 2017 and has held it in 13 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.