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Plante Moran Financial Advisors’s Snap-on SNA Stock Holding History

Plante Moran Financial 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
Q1 		$19.6K Hold
54
– – ﹤0.01% 430
2025
Q4 		$18.6K Hold
54
– – ﹤0.01% 460
2025
Q3 		$18.7K Buy
54
+5
+10% +$1.64K ﹤0.01% 473
2025
Q2 		$15.2K Hold
49
– – ﹤0.01% 509
2025
Q1 		$16.5K Hold
49
– – ﹤0.01% 506
2024
Q4 		$16.6K Hold
49
– – ﹤0.01% 516
2024
Q3 		$14.2K Hold
49
– – ﹤0.01% 572
2024
Q2 		$12.8K Buy
+49
New +$13.5K ﹤0.01% 546
2023
Q2 		– Sell
-50
Closed -$12.3K – 856
2023
Q1 		$12.3K Buy
50
+19
+61% +$4.64K ﹤0.01% 527
2022
Q4 		$7.08K Hold
31
– – ﹤0.01% 626
2022
Q3 		$6K Buy
31
+3
+11% +$647 ﹤0.01% 673
2022
Q2 		$5K Buy
+28
New +$5.96K ﹤0.01% 725
2020
Q2 		– Sell
-166
Closed -$18K – 837
2020
Q1 		$18K Hold
166
– – 0.01% 405
2019
Q4 		$28K Hold
166
– – 0.01% 408
2019
Q3 		$26K Hold
166
– – 0.01% 448
2019
Q2 		$27K Hold
166
– – 0.01% 440
2019
Q1 		$26K Sell
166
-16
-9% -$2.54K 0.01% 434
2018
Q4 		$26K Buy
182
+16
+10% +$2.53K 0.01% 402
2018
Q3 		$30K Hold
166
– – 0.01% 383
2018
Q2 		$27K Hold
166
– – 0.01% 436
2018
Q1 		$24K Hold
166
– – 0.01% 470
2017
Q4 		$29K Hold
166
– – 0.02% 442
2017
Q3 		$25K Hold
166
– – 0.01% 434
2017
Q2 		$26K Hold
166
– – 0.02% 437
2017
Q1 		$28K Sell
166
-5
-3% -$860 0.02% 422
2016
Q4 		$29K Buy
171
+5
+3% +$813 0.02% 417
2016
Q3 		$25K Hold
166
– – 0.02% 445
2016
Q2 		$26K Hold
166
– – 0.02% 392
2016
Q1 		$26K Buy
+166
New +$25.4K 0.02% 349

Other funds holding SNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Plante Moran Financial Advisors's SNA Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Snap-on (SNA) position steady in Q1 2026 at 54 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Plante Moran Financial Advisors first reported a position in SNA in Q1 2016 and has held it in 29 quarters since. The position peaked at $30K in Q3 2018. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Plante Moran Financial Advisors held 54 shares of Snap-on worth $19.6K as of Q1 2026.
  • Plante Moran Financial Advisors left its Snap-on share count unchanged in Q1 2026.
  • Snap-on made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #430 holding.
  • Plante Moran Financial Advisors first reported a position in Snap-on in Q1 2016 and has held it in 29 quarters since.
  • Plante Moran Financial Advisors's Snap-on position peaked at $30K in Q3 2018.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.