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Synergy Investment Management’s Snap-on SNA Stock Holding History

Synergy Investment Management’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 		$15.6K Sell
39
-1
-3% -$378 ﹤0.01% 557
2026
Q1 		$14.5K Buy
+40
New +$14.8K ﹤0.01% 453
2025
Q2 		– Sell
-26
Closed -$8.7K – 490
2025
Q1 		$8.7K Hold
26
– – ﹤0.01% 396
2024
Q4 		$8.77K Buy
+26
New +$8.78K ﹤0.01% 402

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

Synergy Investment Management's SNA Position: Q2 2026 in Review

Synergy Investment Management reduced its Snap-on (SNA) stake by 2.5% in Q2 2026, selling an estimated $378 and leaving 39 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Synergy Investment Management first reported a position in SNA in Q4 2024 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Synergy Investment Management held 39 shares of Snap-on worth $15.6K as of Q2 2026.
  • Synergy Investment Management sold 1 Snap-on share in Q2 2026, an estimated $378.
  • Snap-on made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #557 holding.
  • Synergy Investment Management first reported a position in Snap-on in Q4 2024 and has held it in 4 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.