SWIM
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Smallwood Wealth Investment Management’s Snap SNAP Stock Holding History

Smallwood Wealth Investment Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-325
Closed -$2.5K – 539
2025
Q3 		$2.5K Buy
+325
New +$2.7K ﹤0.01% 382

Other funds holding SNAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smallwood Wealth Investment Management's SNAP Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Snap (SNAP) in Q4 2025, closing a stake of 325 shares — an estimated $2.5K sold.

Smallwood Wealth Investment Management first reported a position in SNAP in Q3 2025 and held it in 1 quarter. The position peaked at $2.5K in Q3 2025. 560 funds tracked by Wall St. Rank hold SNAP as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Snap position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 325 Snap shares in Q4 2025, an estimated $2.5K.
  • Smallwood Wealth Investment Management first reported a position in Snap in Q3 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Snap position peaked at $2.5K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Snap as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.