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Phillips Wealth Planners’s Snap-on SNA Stock Holding History

Phillips Wealth Planners’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 		$328K Sell
803
-4
-0.5% -$1.51K 0.24% 135
2026
Q1 		$299K Sell
807
-40
-5% -$14.8K 0.22% 157
2025
Q4 		$315K Sell
847
-23
-3% -$7.86K 0.25% 134
2025
Q3 		$296K Sell
870
-50
-5% -$16.4K 0.25% 144
2025
Q2 		$292K Sell
920
-56
-6% -$17.8K 0.26% 134
2025
Q1 		$328K Sell
976
-11
-1% -$3.74K 0.35% 100
2024
Q4 		$328K Sell
987
-9
-0.9% -$3.04K 0.33% 105
2024
Q3 		$297K Sell
996
-4
-0.4% -$1.1K 0.28% 128
2024
Q2 		$261K Sell
1,000
-12
-1% -$3.29K 0.28% 138
2024
Q1 		$286K Buy
1,012
+37
+4% +$10.5K 0.33% 118
2023
Q4 		$278K Sell
975
-3
-0.3% -$810 0.33% 110
2023
Q3 		$247K Sell
978
-8
-0.8% -$2.16K 0.33% 118
2023
Q2 		$284K Buy
986
+51
+5% +$13.2K 0.37% 97
2023
Q1 		$245K Buy
935
+39
+4% +$9.52K 0.32% 119
2022
Q4 		$229K Buy
+896
New +$203K 0.4% 91

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

Phillips Wealth Planners's SNA Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Snap-on (SNA) stake by 0.5% in Q2 2026, selling an estimated $1.51K and leaving 803 shares worth $328K. The position accounts for 0.24% of the portfolio, ranked #135.

Phillips Wealth Planners first reported a position in SNA in Q4 2022 and has held it in 15 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Phillips Wealth Planners held 803 shares of Snap-on worth $328K as of Q2 2026.
  • Phillips Wealth Planners sold 4 Snap-on shares in Q2 2026, an estimated $1.51K.
  • Snap-on made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #135 holding.
  • Phillips Wealth Planners first reported a position in Snap-on in Q4 2022 and has held it in 15 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

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