Proactive Wealth Strategies
SNOW icon

Proactive Wealth Strategies’s Snowflake SNOW Stock Holding History

Proactive Wealth Strategies’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
Q3 		$1.68M Buy
4,938
+270
+6% +$83.4K 0.26% 88
2026
Q2 		$1.19M Buy
4,668
+510
+12% +$93.8K 0.19% 104
2026
Q1 		$627K Buy
+4,158
New +$770K 0.12% 125

Other funds holding SNOW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Proactive Wealth Strategies's SNOW Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Snowflake (SNOW) stake by 5.8% in Q3 2026, buying an estimated $83.4K and bringing the position to 4,938 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #88.

Proactive Wealth Strategies first reported a position in SNOW in Q1 2026 and has held it in 3 quarters since. 986 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Proactive Wealth Strategies held 4,938 shares of Snowflake worth $1.68M as of Q3 2026.
  • Proactive Wealth Strategies bought 270 Snowflake shares in Q3 2026, an estimated $83.4K.
  • Snowflake made up 0.26% of Proactive Wealth Strategies's portfolio in Q3 2026, its #88 holding.
  • Proactive Wealth Strategies first reported a position in Snowflake in Q1 2026 and has held it in 3 quarters since.
  • 986 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.