SWA
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SOA Wealth Advisors’s Snowflake SNOW Stock Holding History

SOA Wealth Advisors’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 		$79.4K Buy
312
+227
+267% +$41.8K 0.01% 314
2026
Q1 		$12.8K Hold
85
– – ﹤0.01% 553
2025
Q4 		$18.6K Hold
85
– – ﹤0.01% 512
2025
Q3 		$19.2K Hold
85
– – ﹤0.01% 521
2025
Q2 		$19K Buy
85
+37
+77% +$6.69K ﹤0.01% 510
2025
Q1 		$7.02K Hold
48
– – ﹤0.01% 606
2024
Q4 		$7.41K Hold
48
– – ﹤0.01% 582
2024
Q3 		$5.51K Sell
48
-265
-85% -$32.6K ﹤0.01% 599
2024
Q2 		$42.3K Hold
313
– – 0.01% 332
2024
Q1 		$50.6K Buy
313
+265
+552% +$51.4K 0.01% 302
2023
Q4 		$9.55K Hold
48
– – ﹤0.01% 533
2023
Q3 		$7.33K Hold
48
– – ﹤0.01% 565
2023
Q2 		$8.45K Hold
48
– – ﹤0.01% 555
2023
Q1 		$7.41K Hold
48
– – ﹤0.01% 568
2022
Q4 		$6.89K Sell
48
-132
-73% -$20.1K ﹤0.01% 570
2022
Q3 		$30K Buy
180
+15
+9% +$2.48K 0.01% 324
2022
Q2 		$22K Buy
165
+125
+313% +$19.8K 0.01% 371
2022
Q1 		$9K Hold
40
– – ﹤0.01% 610
2021
Q4 		$13K Hold
40
– – ﹤0.01% 527
2021
Q3 		$12K Sell
40
-110
-73% -$31.3K ﹤0.01% 556
2021
Q2 		$36K Buy
150
+110
+275% +$25.6K 0.01% 355
2021
Q1 		$9K Hold
40
– – ﹤0.01% 531
2020
Q4 		$12K Buy
+40
New +$11.4K ﹤0.01% 484

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's SNOW Position: Q2 2026 in Review

SOA Wealth Advisors increased its Snowflake (SNOW) stake by 267% in Q2 2026, buying an estimated $41.8K and bringing the position to 312 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #314.

SOA Wealth Advisors first reported a position in SNOW in Q4 2020 and has held it in 23 quarters since. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • SOA Wealth Advisors held 312 shares of Snowflake worth $79.4K as of Q2 2026.
  • SOA Wealth Advisors bought 227 Snowflake shares in Q2 2026, an estimated $41.8K.
  • Snowflake made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #314 holding.
  • SOA Wealth Advisors first reported a position in Snowflake in Q4 2020 and has held it in 23 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.