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	0.11%	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

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return