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

Physician 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 		$3.22K Sell
8
-6
-43% -$2.27K ﹤0.01% 1300
2026
Q1 		$5.09K Buy
14
+3
+27% +$1.11K ﹤0.01% 1003
2025
Q4 		$3.79K Sell
11
-11
-50% -$3.76K ﹤0.01% 1067
2025
Q3 		$7.62K Buy
+22
New +$7.2K ﹤0.01% 812

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Snap-on (SNA) stake by 43% in Q2 2026, selling an estimated $2.27K and leaving 8 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Physician Wealth Advisors first reported a position in SNA in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.62K in Q3 2025. 200 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Physician Wealth Advisors held 8 shares of Snap-on worth $3.22K as of Q2 2026.
  • Physician Wealth Advisors sold 6 Snap-on shares in Q2 2026, an estimated $2.27K.
  • Snap-on made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1300 holding.
  • Physician Wealth Advisors first reported a position in Snap-on in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Snap-on position peaked at $7.62K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.