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

SHP 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
2026
Q1 		$21.8K Buy
60
+3
+5% +$1.11K ﹤0.01% 703
2025
Q4 		$19.6K Buy
+57
New +$19.5K ﹤0.01% 691

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SHP Wealth Management's SNA Position: Q1 2026 in Review

SHP Wealth Management increased its Snap-on (SNA) stake by 5.3% in Q1 2026, buying an estimated $1.11K and bringing the position to 60 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

SHP Wealth Management first reported a position in SNA in Q4 2025 and has held it in 2 quarters since. 1,047 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • SHP Wealth Management held 60 shares of Snap-on worth $21.8K as of Q1 2026.
  • SHP Wealth Management bought 3 Snap-on shares in Q1 2026, an estimated $1.11K.
  • Snap-on made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #703 holding.
  • SHP Wealth Management first reported a position in Snap-on in Q4 2025 and has held it in 2 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.