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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
Q2 		$2.88M Buy
7,162
+283
+4% +$107K 0.04% 381
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 $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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Trail Advisors's SNA Position: Q2 2026 in Review

Summit Trail Advisors increased its Snap-on (SNA) stake by 4.1% in Q2 2026, buying an estimated $107K and bringing the position to 7,162 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #381.

Summit Trail Advisors first reported a position in SNA in Q4 2017 and has held it in 5 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Summit Trail Advisors held 7,162 shares of Snap-on worth $2.88M as of Q2 2026.
  • Summit Trail Advisors bought 283 Snap-on shares in Q2 2026, an estimated $107K.
  • Snap-on made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #381 holding.
  • Summit Trail Advisors first reported a position in Snap-on in Q4 2017 and has held it in 5 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.