Triad Wealth Partners
SNOW icon

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
Q3 		$588K Buy
1,732
+82
+5% +$25.3K 0.03% 287
2026
Q2 		$507K Buy
1,650
+73
+5% +$13.4K 0.03% 310
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Triad Wealth Partners's SNOW Position: Q3 2026 in Review

Triad Wealth Partners increased its Snowflake (SNOW) stake by 5% in Q3 2026, buying an estimated $25.3K and bringing the position to 1,732 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #287.

Triad Wealth Partners first reported a position in SNOW in Q2 2024 and has held it in 5 quarters since. 963 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • Triad Wealth Partners held 1,732 shares of Snowflake worth $588K as of Q3 2026.
  • Triad Wealth Partners bought 82 Snowflake shares in Q3 2026, an estimated $25.3K.
  • Snowflake made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #287 holding.
  • Triad Wealth Partners first reported a position in Snowflake in Q2 2024 and has held it in 5 quarters since.
  • 963 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.