Phoenix Wealth Advisors
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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
Q3 		$452K Sell
1,245
-28
-2% -$11.1K 0.14% 88
2026
Q2 		$512K Sell
1,273
-16
-1% -$6.05K 0.17% 85
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Phoenix Wealth Advisors's SNA Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Snap-on (SNA) stake by 2.2% in Q3 2026, selling an estimated $11.1K and leaving 1,245 shares worth $452K. The position accounts for 0.14% of the portfolio, ranked #88.

Phoenix Wealth Advisors first reported a position in SNA in Q4 2020 and has held it in 24 quarters since. The position peaked at $512K in Q2 2026. 901 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Phoenix Wealth Advisors held 1,245 shares of Snap-on worth $452K as of Q3 2026.
  • Phoenix Wealth Advisors sold 28 Snap-on shares in Q3 2026, an estimated $11.1K.
  • Snap-on made up 0.14% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #88 holding.
  • Phoenix Wealth Advisors first reported a position in Snap-on in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Snap-on position peaked at $512K in Q2 2026.
  • 901 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.