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Planned Solutions’s Snap-on SNA Stock Holding History

Planned Solutions’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 		$398K Hold
990
– – 0.11% 91
2026
Q1 		$360K Hold
990
– – 0.12% 88
2025
Q4 		$341K Buy
990
+15
+2% +$5.13K 0.11% 94
2025
Q3 		$338K Buy
975
+25
+3% +$8.18K 0.12% 91
2025
Q2 		$296K Hold
950
– – 0.11% 92
2025
Q1 		$320K Hold
950
– – 0.13% 77
2024
Q4 		$323K Buy
950
+50
+6% +$16.9K 0.13% 73
2024
Q3 		$261K Buy
900
+105
+13% +$28.9K 0.1% 88
2024
Q2 		$208K Hold
795
– – 0.1% 96
2024
Q1 		$235K Hold
795
– – 0.12% 80
2023
Q4 		$230K Hold
795
– – 0.11% 73
2023
Q3 		$203K Buy
795
+15
+2% +$4.05K 0.12% 77
2023
Q2 		$225K Buy
+780
New +$202K 0.13% 70

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

Planned Solutions's SNA Position: Q2 2026 in Review

Planned Solutions held its Snap-on (SNA) position steady in Q2 2026 at 990 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #91.

Planned Solutions first reported a position in SNA in Q2 2023 and has held it in 13 quarters since. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Planned Solutions held 990 shares of Snap-on worth $398K as of Q2 2026.
  • Planned Solutions left its Snap-on share count unchanged in Q2 2026.
  • Snap-on made up 0.11% of Planned Solutions's portfolio in Q2 2026, its #91 holding.
  • Planned Solutions first reported a position in Snap-on in Q2 2023 and has held it in 13 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.