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Summit Trail Advisors’s Snap-on SNA Stock Holding History

Summit Trail Advisors’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.5M Buy
6,879
+2,157
+46% +$799K 0.04% 403
2025
Q4 		$1.63M Buy
4,722
+276
+6% +$94.4K 0.03% 534
2025
Q3 		$1.54M Buy
+4,446
New +$1.46M 0.02% 586
2018
Q1 		– Sell
-1,309
Closed -$234K – 1467
2017
Q4 		$234K Buy
+1,309
New +$212K 0.03% 379

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Summit Trail Advisors's SNA Position: Q1 2026 in Review

Summit Trail Advisors increased its Snap-on (SNA) stake by 46% in Q1 2026, buying an estimated $799K and bringing the position to 6,879 shares worth $2.5M. The position accounts for 0.04% of the portfolio, ranked #403.

Summit Trail Advisors first reported a position in SNA in Q4 2017 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • Summit Trail Advisors held 6,879 shares of Snap-on worth $2.5M as of Q1 2026.
  • Summit Trail Advisors bought 2,157 Snap-on shares in Q1 2026, an estimated $799K.
  • Snap-on made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #403 holding.
  • Summit Trail Advisors first reported a position in Snap-on in Q4 2017 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.