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 Q3	$360K	Hold	990	–	–	0.1%	101
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

MCM

McRae Capital Management Morristown, New Jersey $540M AUM 15.41% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Planned Solutions's SNA Position: Q3 2026 in Review

Planned Solutions held its Snap-on (SNA) position steady in Q3 2026 at 990 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #101.

Planned Solutions first reported a position in SNA in Q2 2023 and has held it in 14 quarters since. The position peaked at $398K in Q2 2026. 147 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

Planned Solutions held 990 shares of Snap-on worth $360K as of Q3 2026.
Planned Solutions left its Snap-on share count unchanged in Q3 2026.
Snap-on made up 0.1% of Planned Solutions's portfolio in Q3 2026, its #101 holding.
Planned Solutions first reported a position in Snap-on in Q2 2023 and has held it in 14 quarters since.
Planned Solutions's Snap-on position peaked at $398K in Q2 2026.
147 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.