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True Wealth Design’s Snap-on SNA Stock Holding History

True Wealth Design’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
2026
Q2 		$49.1K Buy
122
+25
+26% +$9.45K 0.01% 494
2026
Q1 		$35.2K Buy
97
+10
+11% +$3.71K 0.01% 508
2025
Q4 		$30K Buy
87
+24
+38% +$8.21K 0.01% 475
2025
Q3 		$21.8K Buy
63
+44
+232% +$14.4K 0.01% 574
2025
Q2 		$5.91K Sell
19
-18
-49% -$5.73K ﹤0.01% 746
2025
Q1 		$12.5K Buy
37
+32
+640% +$10.9K ﹤0.01% 420
2024
Q4 		$1.7K Sell
5
-12
-71% -$4.05K ﹤0.01% 784
2024
Q3 		$4.93K Sell
17
-2,964
-99% -$817K ﹤0.01% 554
2024
Q2 		$779K Buy
2,981
+40
+1% +$11K 0.19% 93
2024
Q1 		$871K Sell
2,941
-32
-1% -$9.08K 0.22% 65
2023
Q4 		$859K Sell
2,973
-81
-3% -$21.9K 0.24% 51
2023
Q3 		$779K Sell
3,054
-129
-4% -$34.9K 0.26% 64
2023
Q2 		$917K Sell
3,183
-22
-0.7% -$5.7K 0.34% 34
2023
Q1 		$791K Sell
3,205
-121
-4% -$29.5K 0.33% 67
2022
Q4 		$760K Buy
+3,326
New +$752K 0.35% 68

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

True Wealth Design's SNA Position: Q2 2026 in Review

True Wealth Design increased its Snap-on (SNA) stake by 26% in Q2 2026, buying an estimated $9.45K and bringing the position to 122 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #494.

True Wealth Design first reported a position in SNA in Q4 2022 and has held it in 15 quarters since. The position peaked at $917K in Q2 2023. 277 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • True Wealth Design held 122 shares of Snap-on worth $49.1K as of Q2 2026.
  • True Wealth Design bought 25 Snap-on shares in Q2 2026, an estimated $9.45K.
  • Snap-on made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #494 holding.
  • True Wealth Design first reported a position in Snap-on in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Snap-on position peaked at $917K in Q2 2023.
  • 277 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.