SWGC
SNA icon

Summit Wealth Group (Colorado)’s Snap-on SNA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,972
Closed -$503K – 586
2025
Q3 		$503K Buy
+1,972
New +$646K 0.05% 261

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Wealth Group (Colorado)'s SNA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Snap-on (SNA) in Q4 2025, closing a stake of 1,972 shares — an estimated $503K sold.

Summit Wealth Group (Colorado) first reported a position in SNA in Q3 2025 and held it in 1 quarter. The position peaked at $503K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold SNA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Snap-on position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,972 Snap-on shares in Q4 2025, an estimated $503K.
  • Summit Wealth Group (Colorado) first reported a position in Snap-on in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Snap-on position peaked at $503K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Snap-on as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.