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Ruedi Wealth Management’s Snap-on SNA Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-12
Closed -$4.04K – 275
2025
Q1 		$4.04K Hold
12
– – ﹤0.01% 230
2024
Q4 		$4.07K Hold
12
– – ﹤0.01% 228
2024
Q3 		$3.48K Sell
12
-11
-48% -$3.03K ﹤0.01% 242
2024
Q2 		$6.01K Buy
+23
New +$6.32K ﹤0.01% 234

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ruedi Wealth Management's SNA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Snap-on (SNA) in Q2 2025, closing a stake of 12 shares — an estimated $4.04K sold.

Ruedi Wealth Management first reported a position in SNA in Q2 2024 and held it in 4 quarters. The position peaked at $6.01K in Q2 2024. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 12 Snap-on shares in Q2 2025, an estimated $4.04K.
  • Ruedi Wealth Management first reported a position in Snap-on in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Snap-on position peaked at $6.01K in Q2 2024.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.