Physician Wealth Advisors’s Snowflake SNOW Stock Holding History

Physician Wealth Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.9K	Sell	90 -37	-29%	-$6.81K	﹤0.01%	621
2026 Q1	$19.2K	Sell	127 -15	-11%	-$2.78K	﹤0.01%	628
2025 Q4	$31.1K	Buy	142 +51	+56%	+$12.4K	﹤0.01%	483
2025 Q3	$20.5K	Buy	91 +23	+34%	+$4.94K	﹤0.01%	569
2025 Q2	$15.2K	Buy	68 +15	+28%	+$2.71K	﹤0.01%	568
2025 Q1	$7.75K	Buy	53 +7	+15%	+$1.19K	﹤0.01%	654
2024 Q4	$7.1K	Buy	+46	New	+$6.48K	﹤0.01%	685

Other funds holding SNOW

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Snowflake (SNOW) stake by 29% in Q2 2026, selling an estimated $6.81K and leaving 90 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Physician Wealth Advisors first reported a position in SNOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.1K in Q4 2025. 580 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Physician Wealth Advisors held 90 shares of Snowflake worth $22.9K as of Q2 2026.
Physician Wealth Advisors sold 37 Snowflake shares in Q2 2026, an estimated $6.81K.
Snowflake made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #621 holding.
Physician Wealth Advisors first reported a position in Snowflake in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Snowflake position peaked at $31.1K in Q4 2025.
580 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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