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

Tortoise 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
2025 Q4	–	Sell	-236	Closed	-$81.8K	–	1254
2025 Q3	$81.8K	Buy	236 +2	+0.9%	+$655	0.01%	337
2025 Q2	$72.8K	Buy	234 +3	+1%	+$954	0.01%	333
2025 Q1	$77.8K	Hold	231	–	–	0.01%	314
2024 Q4	$78.4K	Hold	231	–	–	0.01%	340
2024 Q3	$66.9K	Hold	231	–	–	0.01%	367
2024 Q2	$60.4K	Hold	231	–	–	0.01%	362
2024 Q1	$68.4K	Hold	231	–	–	0.01%	337
2023 Q4	$66.7K	Hold	231	–	–	0.01%	323
2023 Q3	$58.9K	Hold	231	–	–	0.01%	324
2023 Q2	$66.6K	Sell	231 -100	-30%	-$25.9K	0.01%	321
2023 Q1	$81.7K	Hold	331	–	–	0.01%	285
2022 Q4	$75.6K	Hold	331	–	–	0.01%	289
2022 Q3	$67K	Hold	331	–	–	0.01%	281
2022 Q2	$65K	Hold	331	–	–	0.01%	273
2022 Q1	$68K	Hold	331	–	–	0.01%	273
2021 Q4	$71K	Hold	331	–	–	0.01%	256
2021 Q3	$69K	Hold	331	–	–	0.01%	245
2021 Q2	$74K	Hold	331	–	–	0.02%	227
2021 Q1	$76K	Hold	331	–	–	0.02%	220
2020 Q4	$57K	Hold	331	–	–	0.01%	229
2020 Q3	$49K	Hold	331	–	–	0.01%	232
2020 Q2	$46K	Hold	331	–	–	0.01%	232
2020 Q1	$36K	Sell	331 -125	-27%	-$18.5K	0.01%	251
2019 Q4	$77K	Hold	456	–	–	0.02%	211
2019 Q3	$71K	Hold	456	–	–	0.02%	205
2019 Q2	$76K	Sell	456 -9	-2%	-$1.46K	0.02%	212
2019 Q1	$73K	Buy	465 +9	+2%	+$1.43K	0.02%	211
2018 Q4	$66K	Hold	456	–	–	0.02%	209
2018 Q3	$84K	Hold	456	–	–	0.02%	197
2018 Q2	$73K	Hold	456	–	–	0.02%	207
2018 Q1	$67K	Hold	456	–	–	0.02%	215
2017 Q4	$79K	Hold	456	–	–	0.02%	202
2017 Q3	$68K	Sell	456 -130	-22%	-$19.5K	0.02%	203
2017 Q2	$93K	Hold	586	–	–	0.03%	167
2017 Q1	$99K	Hold	586	–	–	0.03%	155
2016 Q4	$100K	Hold	586	–	–	0.03%	145
2016 Q3	$89K	Hold	586	–	–	0.03%	149
2016 Q2	$92K	Hold	586	–	–	0.03%	149
2016 Q1	$92K	Hold	586	–	–	0.03%	148
2015 Q4	$100K	Sell	586 -150	-20%	-$25K	0.04%	145
2015 Q3	$111K	Hold	736	–	–	0.04%	135
2015 Q2	$117K	Hold	736	–	–	0.04%	144
2015 Q1	$108K	Sell	736 -200	-21%	-$28.1K	0.04%	149
2014 Q4	$128K	Hold	936	–	–	0.05%	135
2014 Q3	$113K	Hold	936	–	–	0.05%	139
2014 Q2	$111K	Hold	936	–	–	0.05%	141
2014 Q1	$106K	Hold	936	–	–	0.05%	137
2013 Q4	$103K	Buy	+936	New	+$97.1K	0.06%	130

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's SNA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Snap-on (SNA) in Q4 2025, closing a stake of 236 shares — an estimated $81.8K sold.

Tortoise Investment Management first reported a position in SNA in Q4 2013 and held it in 48 quarters. The position peaked at $128K in Q4 2014. 1,011 funds tracked by Wall St. Rank hold SNA as of Q4 2025.

Tortoise Investment Management reported no remaining Snap-on position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 236 Snap-on shares in Q4 2025, an estimated $81.8K.
Tortoise Investment Management first reported a position in Snap-on in Q4 2013 and held it in 48 quarters.
Tortoise Investment Management's Snap-on position peaked at $128K in Q4 2014.
1,011 funds tracked by Wall St. Rank held Snap-on as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.