SWIM
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Smallwood Wealth Investment Management’s Snowflake SNOW Stock Holding History

Smallwood Wealth Investment 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 		$1.27K Hold
5
– – ﹤0.01% 424
2026
Q1 		$754 Hold
5
– – ﹤0.01% 447
2025
Q4 		$1.1K Hold
5
– – ﹤0.01% 425
2025
Q3 		$1.13K Hold
5
– – ﹤0.01% 428
2025
Q2 		$1.12K Hold
5
– – ﹤0.01% 445
2025
Q1 		$730 Buy
+5
New +$849 ﹤0.01% 429

Other funds holding SNOW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's SNOW Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Snowflake (SNOW) position steady in Q2 2026 at 5 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Smallwood Wealth Investment Management first reported a position in SNOW in Q1 2025 and has held it in 6 quarters since. 507 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Smallwood Wealth Investment Management held 5 shares of Snowflake worth $1.27K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Snowflake share count unchanged in Q2 2026.
  • Snowflake made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #424 holding.
  • Smallwood Wealth Investment Management first reported a position in Snowflake in Q1 2025 and has held it in 6 quarters since.
  • 507 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.