SW
SNOW icon

SkyOak Wealth’s Snowflake SNOW Stock Holding History

SkyOak Wealth’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
2025
Q3 		– Sell
-983
Closed -$220K – 263
2025
Q2 		$220K Buy
+983
New +$178K 0.04% 225
2024
Q4 		– Sell
-5,155
Closed -$592K – 278
2024
Q3 		$592K Buy
5,155
+900
+21% +$111K 0.13% 105
2024
Q2 		$575K Buy
4,255
+1,000
+31% +$148K 0.13% 108
2024
Q1 		$526K Buy
3,255
+350
+12% +$67.9K 0.13% 118
2023
Q4 		$578K Sell
2,905
-1,000
-26% -$169K 0.15% 106
2023
Q3 		$597K Buy
+3,905
New +$636K 0.17% 98
2022
Q1 		– Sell
-850
Closed -$288K – 267
2021
Q4 		$288K Sell
850
-590
-41% -$206K 0.07% 187
2021
Q3 		$435K Buy
+1,440
New +$410K 0.12% 141

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

SkyOak Wealth's SNOW Position: Q3 2025 in Review

SkyOak Wealth sold out of Snowflake (SNOW) in Q3 2025, closing a stake of 983 shares — an estimated $220K sold.

SkyOak Wealth first reported a position in SNOW in Q3 2021 and held it in 8 quarters. The position peaked at $597K in Q3 2023. 1,341 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

  • SkyOak Wealth reported no remaining Snowflake position as of Q3 2025 after selling out during the quarter.
  • SkyOak Wealth sold 983 Snowflake shares in Q3 2025, an estimated $220K.
  • SkyOak Wealth first reported a position in Snowflake in Q3 2021 and held it in 8 quarters.
  • SkyOak Wealth's Snowflake position peaked at $597K in Q3 2023.
  • 1,341 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on SkyOak Wealth's 13F filing for Q3 2025, filed 23 Oct 2025.