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Sheets Smith Wealth Management’s Snowflake SNOW Stock Holding History

Sheets Smith Wealth Management’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
2025
Q4 		– Sell
-2,452
Closed -$553K – 417
2025
Q3 		$553K Sell
2,452
-22
-0.9% -$4.72K 0.06% 269
2025
Q2 		$554K Buy
+2,474
New +$447K 0.06% 272
2024
Q1 		– Sell
-2,069
Closed -$412K – 393
2023
Q4 		$412K Buy
2,069
+7
+0.3% +$1.18K 0.06% 244
2023
Q3 		$315K Sell
2,062
-19
-0.9% -$3.09K 0.05% 269
2023
Q2 		$366K Sell
2,081
-117
-5% -$19K 0.05% 253
2023
Q1 		$339K Buy
2,198
+60
+3% +$8.8K 0.05% 247
2022
Q4 		$307K Sell
2,138
-55
-3% -$8.39K 0.05% 251
2022
Q3 		$373K Buy
2,193
+60
+3% +$9.93K 0.06% 224
2022
Q2 		$297K Sell
2,133
-3,263
-60% -$517K 0.05% 249
2022
Q1 		$1.24M Buy
5,396
+18
+0.3% +$4.65K 0.17% 125
2021
Q4 		$1.82M Hold
5,378
– – 0.23% 104
2021
Q3 		$1.63M Hold
5,378
– – 0.22% 113
2021
Q2 		$1.3M Buy
5,378
+16
+0.3% +$3.72K 0.18% 122
2021
Q1 		$1.23M Buy
5,362
+893
+20% +$238K 0.18% 126
2020
Q4 		$1.26M Buy
+4,469
New +$1.27M 0.19% 119

Other funds holding SNOW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's SNOW Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Snowflake (SNOW) in Q4 2025, closing a stake of 2,452 shares — an estimated $553K sold.

Sheets Smith Wealth Management first reported a position in SNOW in Q4 2020 and held it in 15 quarters. The position peaked at $1.82M in Q4 2021. 1,399 funds tracked by Wall St. Rank hold SNOW as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining Snowflake position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,452 Snowflake shares in Q4 2025, an estimated $553K.
  • Sheets Smith Wealth Management first reported a position in Snowflake in Q4 2020 and held it in 15 quarters.
  • Sheets Smith Wealth Management's Snowflake position peaked at $1.82M in Q4 2021.
  • 1,399 funds tracked by Wall St. Rank held Snowflake as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.