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Soltis Investment Advisors’s Snowflake SNOW Stock Holding History

Soltis Investment 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
Q1 		$616K Buy
4,087
+977
+31% +$181K 0.04% 297
2025
Q4 		$682K Buy
3,110
+224
+8% +$54.7K 0.05% 267
2025
Q3 		$651K Buy
+2,886
New +$620K 0.05% 266

Other funds holding SNOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Soltis Investment Advisors's SNOW Position: Q1 2026 in Review

Soltis Investment Advisors increased its Snowflake (SNOW) stake by 31% in Q1 2026, buying an estimated $181K and bringing the position to 4,087 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #297.

Soltis Investment Advisors first reported a position in SNOW in Q3 2025 and has held it in 3 quarters since. The position peaked at $682K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Soltis Investment Advisors held 4,087 shares of Snowflake worth $616K as of Q1 2026.
  • Soltis Investment Advisors bought 977 Snowflake shares in Q1 2026, an estimated $181K.
  • Snowflake made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #297 holding.
  • Soltis Investment Advisors first reported a position in Snowflake in Q3 2025 and has held it in 3 quarters since.
  • Soltis Investment Advisors's Snowflake position peaked at $682K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.