TWM
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Tradition Wealth Management’s Snowflake SNOW Stock Holding History

Tradition Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$609K Sell
4,036
-38
-0.9% -$7.03K 0.04% 261
2025
Q4 		$894K Buy
4,074
+48
+1% +$11.7K 0.06% 207
2025
Q3 		$908K Buy
4,026
+230
+6% +$49.4K 0.07% 200
2025
Q2 		$849K Sell
3,796
-19
-0.5% -$3.44K 0.07% 200
2025
Q1 		$558K Buy
3,815
+654
+21% +$111K 0.05% 234
2024
Q4 		$488K Sell
3,161
-304
-9% -$42.8K 0.04% 250
2024
Q3 		$398K Sell
3,465
-374
-10% -$46K 0.04% 276
2024
Q2 		$519K Sell
3,839
-57
-1% -$8.42K 0.05% 227
2024
Q1 		$630K Buy
3,896
+1,036
+36% +$201K 0.06% 187
2023
Q4 		$569K Buy
2,860
+353
+14% +$59.7K 0.06% 171
2023
Q3 		$383K Buy
2,507
+183
+8% +$29.8K 0.05% 216
2023
Q2 		$409K Buy
2,324
+351
+18% +$57.1K 0.05% 207
2023
Q1 		$304K Buy
1,973
+158
+9% +$23.2K 0.04% 239
2022
Q4 		$261K Sell
1,815
-106
-6% -$16.2K 0.04% 233
2022
Q3 		$326K Sell
1,921
-196
-9% -$32.5K 0.05% 198
2022
Q2 		$294K Sell
2,117
-2,533
-54% -$401K 0.04% 217
2022
Q1 		$1.06M Buy
4,650
+110
+2% +$28.4K 0.14% 122
2021
Q4 		$1.54M Buy
4,540
+1,171
+35% +$408K 0.19% 105
2021
Q3 		$1.02M Buy
3,369
+2,930
+667% +$833K 0.15% 121
2021
Q2 		$106K Sell
439
-55
-11% -$12.8K 0.02% 380
2021
Q1 		$113K Buy
494
+44
+10% +$11.7K 0.02% 312
2020
Q4 		$127K Buy
+450
New +$128K 0.02% 275

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Tradition Wealth Management's SNOW Position: Q1 2026 in Review

Tradition Wealth Management reduced its Snowflake (SNOW) stake by 0.93% in Q1 2026, selling an estimated $7.03K and leaving 4,036 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #261.

Tradition Wealth Management first reported a position in SNOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q4 2021. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Tradition Wealth Management held 4,036 shares of Snowflake worth $609K as of Q1 2026.
  • Tradition Wealth Management sold 38 Snowflake shares in Q1 2026, an estimated $7.03K.
  • Snowflake made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Tradition Wealth Management first reported a position in Snowflake in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Snowflake position peaked at $1.54M in Q4 2021.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.