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Triad Wealth Partners’s Snowflake SNOW Stock Holding History

Triad Wealth Partners’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 		$238K Buy
1,577
+367
+30% +$67.9K 0.02% 436
2025
Q4 		$265K Buy
+1,210
New +$295K 0.03% 411
2024
Q3 		– Sell
-8
Closed -$1.08K – 771
2024
Q2 		$1.08K Buy
+8
New +$1.18K ﹤0.01% 862

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

Triad Wealth Partners's SNOW Position: Q1 2026 in Review

Triad Wealth Partners increased its Snowflake (SNOW) stake by 30% in Q1 2026, buying an estimated $67.9K and bringing the position to 1,577 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #436.

Triad Wealth Partners first reported a position in SNOW in Q2 2024 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Triad Wealth Partners held 1,577 shares of Snowflake worth $238K as of Q1 2026.
  • Triad Wealth Partners bought 367 Snowflake shares in Q1 2026, an estimated $67.9K.
  • Snowflake made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #436 holding.
  • Triad Wealth Partners first reported a position in Snowflake in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's Snowflake position peaked at $265K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.