SWM
SNOW icon

Spire Wealth Management’s Snowflake SNOW Stock Holding History

Spire Wealth 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 		$171K Sell
672
-996
-60% -$183K 0.01% 834
2026
Q1 		$252K Sell
1,668
-791
-32% -$146K 0.01% 713
2025
Q4 		$539K Buy
2,459
+1,073
+77% +$262K 0.02% 526
2025
Q3 		$313K Buy
1,386
+732
+112% +$157K 0.01% 661
2025
Q2 		$146K Sell
654
-110
-14% -$19.9K 0.01% 845
2025
Q1 		$112K Sell
764
-89
-10% -$15.1K ﹤0.01% 995
2024
Q4 		$132K Sell
853
-314
-27% -$44.2K ﹤0.01% 945
2024
Q3 		$134K Sell
1,167
-600
-34% -$73.8K ﹤0.01% 834
2024
Q2 		$239K Sell
1,767
-819
-32% -$121K 0.01% 674
2024
Q1 		$418K Sell
2,586
-2,569
-50% -$498K 0.01% 573
2023
Q4 		$995K Buy
5,155
+3,809
+283% +$644K 0.03% 361
2023
Q3 		$206K Buy
1,346
+391
+41% +$63.7K 0.01% 704
2023
Q2 		$168K Sell
955
-1
-0.1% -$163 0.01% 777
2023
Q1 		$148K Sell
956
-200
-17% -$29.3K 0.01% 828
2022
Q4 		$166K Sell
1,156
-423
-27% -$64.5K 0.01% 599
2022
Q3 		$268K Sell
1,579
-1,073
-40% -$178K 0.02% 460
2022
Q2 		$369K Sell
2,652
-102
-4% -$16.2K 0.02% 569
2022
Q1 		$631K Sell
2,754
-1,348
-33% -$348K 0.02% 506
2021
Q4 		$1.39M Buy
4,102
+1,127
+38% +$393K 0.03% 382
2021
Q3 		$910K Buy
2,975
+1,612
+118% +$458K 0.02% 432
2021
Q2 		$330K Sell
1,363
-841
-38% -$196K 0.01% 738
2021
Q1 		$503K Buy
+2,204
New +$588K 0.01% 663

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

Spire Wealth Management's SNOW Position: Q2 2026 in Review

Spire Wealth Management reduced its Snowflake (SNOW) stake by 60% in Q2 2026, selling an estimated $183K and leaving 672 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #834.

Spire Wealth Management first reported a position in SNOW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.39M in Q4 2021. 1,453 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Spire Wealth Management held 672 shares of Snowflake worth $171K as of Q2 2026.
  • Spire Wealth Management sold 996 Snowflake shares in Q2 2026, an estimated $183K.
  • Snowflake made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #834 holding.
  • Spire Wealth Management first reported a position in Snowflake in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Snowflake position peaked at $1.39M in Q4 2021.
  • 1,453 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.