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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
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 $6.73T 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

Phoenix Wealth Advisors's SNA Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Snap-on (SNA) stake by 1.2% in Q2 2026, selling an estimated $6.05K and leaving 1,273 shares worth $512K. The position accounts for 0.17% of the portfolio, ranked #85.

Phoenix Wealth Advisors first reported a position in SNA in Q4 2020 and has held it in 23 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Phoenix Wealth Advisors held 1,273 shares of Snap-on worth $512K as of Q2 2026.
  • Phoenix Wealth Advisors sold 16 Snap-on shares in Q2 2026, an estimated $6.05K.
  • Snap-on made up 0.17% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Phoenix Wealth Advisors first reported a position in Snap-on in Q4 2020 and has held it in 23 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.