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Phoenix Wealth Advisors’s Snap-on SNA Stock Holding History

Phoenix Wealth Advisors’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 		$468K Sell
1,289
-45
-3% -$16.7K 0.18% 86
2025
Q4 		$460K Sell
1,334
-18
-1% -$6.16K 0.18% 87
2025
Q3 		$469K Sell
1,352
-7
-0.5% -$2.29K 0.18% 86
2025
Q2 		$423K Buy
1,359
+14
+1% +$4.45K 0.18% 88
2025
Q1 		$453K Sell
1,345
-27
-2% -$9.18K 0.2% 81
2024
Q4 		$466K Sell
1,372
-2
-0.1% -$675 0.2% 79
2024
Q3 		$398K Buy
1,374
+33
+2% +$9.09K 0.18% 85
2024
Q2 		$351K Buy
1,341
+17
+1% +$4.67K 0.18% 92
2024
Q1 		$392K Buy
1,324
+11
+0.8% +$3.12K 0.24% 77
2023
Q4 		$379K Buy
1,313
+4
+0.3% +$1.08K 0.26% 73
2023
Q3 		$334K Buy
1,309
+39
+3% +$10.5K 0.2% 74
2023
Q2 		$366K Sell
1,270
-4
-0.3% -$1.04K 0.21% 66
2023
Q1 		$315K Buy
1,274
+7
+0.6% +$1.71K 0.19% 72
2022
Q4 		$289K Buy
1,267
+49
+4% +$11.1K 0.17% 83
2022
Q3 		$245K Sell
1,218
-4
-0.3% -$862 0.25% 91
2022
Q2 		$241K Buy
1,222
+66
+6% +$14.1K 0.24% 97
2022
Q1 		$240K Buy
1,156
+86
+8% +$18.1K 0.25% 83
2021
Q4 		$230K Sell
1,070
-277
-21% -$59.2K 0.17% 109
2021
Q3 		$281K Buy
1,347
+11
+0.8% +$2.44K 0.21% 93
2021
Q2 		$297K Buy
1,336
+147
+12% +$35.2K 0.21% 95
2021
Q1 		$276K Buy
1,189
+232
+24% +$45.7K 0.21% 90
2020
Q4 		$164K Buy
+957
New +$160K 0.12% 121

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Phoenix Wealth Advisors's SNA Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Snap-on (SNA) stake by 3.4% in Q1 2026, selling an estimated $16.7K and leaving 1,289 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #86.

Phoenix Wealth Advisors first reported a position in SNA in Q4 2020 and has held it in 22 quarters since. The position peaked at $469K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Phoenix Wealth Advisors held 1,289 shares of Snap-on worth $468K as of Q1 2026.
  • Phoenix Wealth Advisors sold 45 Snap-on shares in Q1 2026, an estimated $16.7K.
  • Snap-on made up 0.18% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Phoenix Wealth Advisors first reported a position in Snap-on in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Snap-on position peaked at $469K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.