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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
Q2 		$1.04M Buy
2,583
+1,508
+140% +$570K 0.02% 578
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 $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 $3.37T AUM 44.26% 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

Perigon Wealth Management's SNA Position: Q2 2026 in Review

Perigon Wealth Management increased its Snap-on (SNA) stake by 140% in Q2 2026, buying an estimated $570K and bringing the position to 2,583 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #578.

Perigon Wealth Management first reported a position in SNA in Q3 2017 and has held it in 14 quarters since. 1,065 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Perigon Wealth Management held 2,583 shares of Snap-on worth $1.04M as of Q2 2026.
  • Perigon Wealth Management bought 1,508 Snap-on shares in Q2 2026, an estimated $570K.
  • Snap-on made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #578 holding.
  • Perigon Wealth Management first reported a position in Snap-on in Q3 2017 and has held it in 14 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.