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Perigon Wealth Management’s Snowflake SNOW Stock Holding History

Perigon Wealth Management’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 		$1.25M Sell
8,304
-1,274
-13% -$236K 0.02% 468
2025
Q4 		$2.1M Sell
9,578
-537
-5% -$131K 0.04% 361
2025
Q3 		$2.28M Buy
10,115
+1,748
+21% +$375K 0.05% 323
2025
Q2 		$1.87M Buy
8,367
+1,287
+18% +$233K 0.04% 346
2025
Q1 		$1.03M Buy
7,080
+66
+0.9% +$11.2K 0.03% 443
2024
Q4 		$1.18M Sell
7,014
-3,889
-36% -$548K 0.03% 405
2024
Q3 		$1.25M Sell
10,903
-1,823
-14% -$224K 0.03% 378
2024
Q2 		$1.72M Sell
12,726
-9,341
-42% -$1.38M 0.05% 274
2024
Q1 		$3.57M Sell
22,067
-922
-4% -$179K 0.11% 174
2023
Q4 		$4.57M Sell
22,989
-10,083
-30% -$1.7M 0.15% 141
2023
Q3 		$5.05M Buy
33,072
+3,410
+11% +$555K 0.2% 111
2023
Q2 		$5.22M Buy
29,662
+25,468
+607% +$4.14M 0.21% 113
2023
Q1 		$647K Buy
4,194
+58
+1% +$8.5K 0.04% 347
2022
Q4 		$594K Buy
4,136
+194
+5% +$29.6K 0.04% 358
2022
Q3 		$670K Buy
3,942
+2,077
+111% +$344K 0.06% 272
2022
Q2 		$259K Sell
1,865
-136
-7% -$21.5K 0.02% 466
2022
Q1 		$458K Buy
2,001
+864
+76% +$223K 0.03% 376
2021
Q4 		$385K Buy
+1,137
New +$396K 0.03% 400

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

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

Perigon Wealth Management reduced its Snowflake (SNOW) stake by 13% in Q1 2026, selling an estimated $236K and leaving 8,304 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #468.

Perigon Wealth Management first reported a position in SNOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.22M in Q2 2023. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Perigon Wealth Management held 8,304 shares of Snowflake worth $1.25M as of Q1 2026.
  • Perigon Wealth Management sold 1,274 Snowflake shares in Q1 2026, an estimated $236K.
  • Snowflake made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #468 holding.
  • Perigon Wealth Management first reported a position in Snowflake in Q4 2021 and has held it in 18 quarters since.
  • Perigon Wealth Management's Snowflake position peaked at $5.22M in Q2 2023.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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