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Roberts Capital Advisors’s Snap-on SNA Stock Holding History

Roberts Capital 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
2025
Q3 		– Sell
-3,682
Closed -$1.15M – 92
2025
Q2 		$1.15M Hold
3,682
– – 0.85% 26
2025
Q1 		$1.24M Hold
3,682
– – 1.09% 20
2024
Q4 		$1.25M Hold
3,682
– – 1.05% 20
2024
Q3 		$1.07M Hold
3,682
– – 0.91% 25
2024
Q2 		$1.09M Hold
3,682
– – 1.05% 21
2024
Q1 		$1.09M Buy
+3,682
New +$1.05M 1.05% 21
2022
Q3 		$795K Hold
3,947
– – 1.15% 20
2022
Q2 		$778K Hold
3,947
– – 1.07% 21
2022
Q1 		$811K Hold
3,947
– – 0.84% 37
2021
Q4 		$850K Buy
+3,947
New +$843K 0.79% 45

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Roberts Capital Advisors's SNA Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Snap-on (SNA) in Q3 2025, closing a stake of 3,682 shares — an estimated $1.15M sold.

Roberts Capital Advisors first reported a position in SNA in Q4 2021 and held it in 10 quarters. The position peaked at $1.25M in Q4 2024. 954 funds tracked by Wall St. Rank hold SNA as of Q3 2025.

  • Roberts Capital Advisors reported no remaining Snap-on position as of Q3 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 3,682 Snap-on shares in Q3 2025, an estimated $1.15M.
  • Roberts Capital Advisors first reported a position in Snap-on in Q4 2021 and held it in 10 quarters.
  • Roberts Capital Advisors's Snap-on position peaked at $1.25M in Q4 2024.
  • 954 funds tracked by Wall St. Rank held Snap-on as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.