SFP
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Shepherd Financial Partners’s Snowflake SNOW Stock Holding History

Shepherd Financial Partners’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
Q1 		$318K Sell
2,110
-1,819
-46% -$337K 0.03% 198
2025
Q4 		$862K Buy
3,929
+161
+4% +$39.3K 0.08% 119
2025
Q3 		$850K Buy
3,768
+174
+5% +$37.4K 0.08% 118
2025
Q2 		$804K Buy
3,594
+32
+0.9% +$5.79K 0.09% 120
2025
Q1 		$521K Buy
+3,562
New +$604K 0.06% 147

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shepherd Financial Partners's SNOW Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Snowflake (SNOW) stake by 46% in Q1 2026, selling an estimated $337K and leaving 2,110 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #198.

Shepherd Financial Partners first reported a position in SNOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $862K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Shepherd Financial Partners held 2,110 shares of Snowflake worth $318K as of Q1 2026.
  • Shepherd Financial Partners sold 1,819 Snowflake shares in Q1 2026, an estimated $337K.
  • Snowflake made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #198 holding.
  • Shepherd Financial Partners first reported a position in Snowflake in Q1 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Snowflake position peaked at $862K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.