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Personal CFO Solutions’s Snap-on SNA Stock Holding History

Personal CFO Solutions’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 		$203K Buy
+505
New +$191K 0.03% 521
2026
Q1 		– Sell
-663
Closed -$229K – 562
2025
Q4 		$229K Sell
663
-33
-5% -$11.3K 0.04% 465
2025
Q3 		$241K Sell
696
-34
-5% -$11.1K 0.04% 435
2025
Q2 		$227K Sell
730
-7
-0.9% -$2.23K 0.04% 428
2025
Q1 		$248K Buy
737
+14
+2% +$4.76K 0.05% 368
2024
Q4 		$245K Buy
+723
New +$244K 0.05% 385
2024
Q1 		– Sell
-1,241
Closed -$359K – 575
2023
Q4 		$359K Buy
1,241
+226
+22% +$61K 0.06% 324
2023
Q3 		$259K Sell
1,015
-14
-1% -$3.78K 0.05% 362
2023
Q2 		$297K Sell
1,029
-50
-5% -$12.9K 0.06% 332
2023
Q1 		$266K Buy
1,079
+81
+8% +$19.8K 0.06% 349
2022
Q4 		$228K Sell
998
-2,582
-72% -$584K 0.05% 384
2022
Q3 		$721K Buy
3,580
+582
+19% +$125K 0.18% 108
2022
Q2 		$591K Sell
2,998
-599
-17% -$128K 0.14% 128
2022
Q1 		$739K Buy
3,597
+866
+32% +$183K 0.15% 132
2021
Q4 		$588K Buy
+2,731
New +$583K 0.11% 177

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

Personal CFO Solutions's SNA Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Snap-on (SNA) in Q2 2026: 505 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #521 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in SNA as recently as Q4 2025.

Personal CFO Solutions first reported a position in SNA in Q4 2021 and has held it in 15 quarters since. The position peaked at $739K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Personal CFO Solutions held 505 shares of Snap-on worth $203K as of Q2 2026.
  • Snap-on was a new Personal CFO Solutions position in Q2 2026.
  • Snap-on made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #521 holding.
  • Personal CFO Solutions first reported a position in Snap-on in Q4 2021 and has held it in 15 quarters since.
  • Personal CFO Solutions's Snap-on position peaked at $739K in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.