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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
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

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Triad Wealth Partners's SNOW Position: Q2 2026 in Review

Triad Wealth Partners increased its Snowflake (SNOW) stake by 4.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 1,650 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #310.

Triad Wealth Partners first reported a position in SNOW in Q2 2024 and has held it in 4 quarters since. 1,462 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Triad Wealth Partners held 1,650 shares of Snowflake worth $507K as of Q2 2026.
  • Triad Wealth Partners bought 73 Snowflake shares in Q2 2026, an estimated $13.4K.
  • Snowflake made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Triad Wealth Partners first reported a position in Snowflake in Q2 2024 and has held it in 4 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.