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
Q2 		$111K Buy
437
+233
+114% +$42.9K 0.01% 399
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SHP Wealth Management's SNOW Position: Q2 2026 in Review

SHP Wealth Management increased its Snowflake (SNOW) stake by 114% in Q2 2026, buying an estimated $42.9K and bringing the position to 437 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #399.

SHP Wealth Management first reported a position in SNOW in Q4 2025 and has held it in 3 quarters since. 1,465 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • SHP Wealth Management held 437 shares of Snowflake worth $111K as of Q2 2026.
  • SHP Wealth Management bought 233 Snowflake shares in Q2 2026, an estimated $42.9K.
  • Snowflake made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #399 holding.
  • SHP Wealth Management first reported a position in Snowflake in Q4 2025 and has held it in 3 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.