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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Phillips Wealth Planners's SNA Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Snap-on (SNA) stake by 4.7% in Q1 2026, selling an estimated $14.8K and leaving 807 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #157.

Phillips Wealth Planners first reported a position in SNA in Q4 2022 and has held it in 14 quarters since. The position peaked at $328K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Phillips Wealth Planners held 807 shares of Snap-on worth $299K as of Q1 2026.
Phillips Wealth Planners sold 40 Snap-on shares in Q1 2026, an estimated $14.8K.
Snap-on made up 0.22% of Phillips Wealth Planners's portfolio in Q1 2026, its #157 holding.
Phillips Wealth Planners first reported a position in Snap-on in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Snap-on position peaked at $328K in Q4 2024.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.