SWM
SNOW icon

SHP Wealth Management’s Snowflake SNOW Stock Holding History

SHP 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
2026
Q1 		$30.7K Buy
204
+28
+16% +$5.18K ﹤0.01% 611
2025
Q4 		$38.5K Buy
+176
New +$43K ﹤0.01% 537

Other funds holding SNOW

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
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 $3.37T AUM 44.26% 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 $167B AUM 44.17% 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

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

SHP Wealth Management increased its Snowflake (SNOW) stake by 16% in Q1 2026, buying an estimated $5.18K and bringing the position to 204 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

SHP Wealth Management first reported a position in SNOW in Q4 2025 and has held it in 2 quarters since. The position peaked at $38.5K in Q4 2025. 1,282 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • SHP Wealth Management held 204 shares of Snowflake worth $30.7K as of Q1 2026.
  • SHP Wealth Management bought 28 Snowflake shares in Q1 2026, an estimated $5.18K.
  • Snowflake made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #611 holding.
  • SHP Wealth Management first reported a position in Snowflake in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Snowflake position peaked at $38.5K in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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