SAG
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SageView Advisory Group’s Snowflake SNOW Stock Holding History

SageView Advisory Group’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
Q2 		– Sell
-1,538
Closed -$232K – 632
2026
Q1 		$232K Buy
1,538
+26
+2% +$4.81K 0.01% 539
2025
Q4 		$332K Sell
1,512
-430
-22% -$105K 0.01% 451
2025
Q3 		$438K Sell
1,942
-1,043
-35% -$224K 0.02% 417
2025
Q2 		$653K Sell
2,985
-332
-10% -$60K 0.02% 317
2025
Q1 		$485K Sell
3,317
-192
-5% -$32.6K 0.02% 353
2024
Q4 		$542K Sell
3,509
-551
-14% -$77.6K 0.02% 330
2024
Q3 		$466K Sell
4,060
-3,779
-48% -$465K 0.02% 313
2024
Q2 		$1.06M Buy
+7,839
New +$1.16M 0.05% 211
2024
Q1 		– Sell
-8,424
Closed -$1.74M – 766
2023
Q4 		$1.74M Buy
8,424
+3,865
+85% +$653K 0.07% 166
2023
Q3 		$696K Sell
4,559
-678
-13% -$110K 0.04% 270
2023
Q2 		$922K Sell
5,237
-418
-7% -$67.9K 0.05% 240
2023
Q1 		$873K Buy
5,655
+2,300
+69% +$337K 0.06% 226
2022
Q4 		$482K Buy
+3,355
New +$512K 0.04% 243

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SageView Advisory Group's SNOW Position: Q2 2026 in Review

SageView Advisory Group sold out of Snowflake (SNOW) in Q2 2026, closing a stake of 1,538 shares — an estimated $232K sold.

SageView Advisory Group first reported a position in SNOW in Q4 2022 and held it in 13 quarters. The position peaked at $1.74M in Q4 2023. 1,461 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • SageView Advisory Group reported no remaining Snowflake position as of Q2 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,538 Snowflake shares in Q2 2026, an estimated $232K.
  • SageView Advisory Group first reported a position in Snowflake in Q4 2022 and held it in 13 quarters.
  • SageView Advisory Group's Snowflake position peaked at $1.74M in Q4 2023.
  • 1,461 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.