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

Shakespeare 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
-775
Closed -$261K – 98
2025
Q1 		$261K Hold
775
– – 0.07% 90
2024
Q4 		$263K Hold
775
– – 0.07% 84
2024
Q3 		$225K Buy
775
+4
+0.5% +$1.1K 0.06% 92
2024
Q2 		$202K Hold
771
– – 0.06% 89
2024
Q1 		$228K Hold
771
– – 0.07% 78
2023
Q4 		$223K Buy
+771
New +$208K 0.07% 77

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

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

Shakespeare Wealth Management sold out of Snap-on (SNA) in Q2 2025, closing a stake of 775 shares — an estimated $261K sold.

Shakespeare Wealth Management first reported a position in SNA in Q4 2023 and held it in 6 quarters. The position peaked at $263K in Q4 2024. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Shakespeare Wealth Management reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 775 Snap-on shares in Q2 2025, an estimated $261K.
  • Shakespeare Wealth Management first reported a position in Snap-on in Q4 2023 and held it in 6 quarters.
  • Shakespeare Wealth Management's Snap-on position peaked at $263K in Q4 2024.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Shakespeare Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.