Simon Quick Advisors
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Simon Quick Advisors’s Snap-on SNA Stock Holding History

Simon Quick Advisors’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
Q3 		$261K Buy
719
+41
+6% +$16.2K 0.01% 390
2026
Q2 		$273K Sell
678
-41
-6% -$15.5K 0.01% 346
2026
Q1 		$261K Buy
+719
New +$266K 0.01% 326
2025
Q2 		– Sell
-1,065
Closed -$359K – 604
2025
Q1 		$359K Buy
+1,065
New +$362K 0.02% 383
2020
Q1 		– Sell
-17
Closed -$3K – 683
2019
Q4 		$3K Buy
+17
New +$2.77K ﹤0.01% 560

Other funds holding SNA

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Simon Quick Advisors's SNA Position: Q3 2026 in Review

Simon Quick Advisors increased its Snap-on (SNA) stake by 6% in Q3 2026, buying an estimated $16.2K and bringing the position to 719 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #390.

Simon Quick Advisors first reported a position in SNA in Q4 2019 and has held it in 5 quarters since. The position peaked at $359K in Q1 2025. 337 funds tracked by Wall St. Rank hold SNA as of Q3 2026.

  • Simon Quick Advisors held 719 shares of Snap-on worth $261K as of Q3 2026.
  • Simon Quick Advisors bought 41 Snap-on shares in Q3 2026, an estimated $16.2K.
  • Snap-on made up 0.01% of Simon Quick Advisors's portfolio in Q3 2026, its #390 holding.
  • Simon Quick Advisors first reported a position in Snap-on in Q4 2019 and has held it in 5 quarters since.
  • Simon Quick Advisors's Snap-on position peaked at $359K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held Snap-on as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.