True Wealth Design’s Snap SNAP Stock Holding History

True Wealth Design’s Portfolio SNAP Stock Details SNAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.91K	Sell	633 -461	-42%	-$2.71K	﹤0.01%	1400
2025 Q4	$8.83K	Buy	1,094 +661	+153%	+$5.23K	﹤0.01%	909
2025 Q3	$3.34K	Buy	433 +290	+203%	+$2.41K	﹤0.01%	1262
2025 Q2	$1.24K	Buy	143 +51	+55%	+$423	﹤0.01%	1378
2025 Q1	$802	Buy	92 +50	+119%	+$521	﹤0.01%	1348
2024 Q4	$453	Buy	42 +11	+35%	+$124	﹤0.01%	1111
2024 Q3	$332	Sell	31 -5	-14%	-$57	﹤0.01%	1150
2024 Q2	$598	Buy	36 +22	+157%	+$316	﹤0.01%	623
2024 Q1	$161	Buy	14 +6	+75%	+$80	﹤0.01%	753
2023 Q4	$136	Buy	8 +4	+100%	+$49	﹤0.01%	722
2023 Q3	$36	Hold	4	–	–	﹤0.01%	759
2023 Q2	$48	Buy	4 +1	+33%	+$10	﹤0.01%	760
2023 Q1	$34	Hold	3	–	–	﹤0.01%	847
2022 Q4	$27	Buy	+3	New	+$30	﹤0.01%	793

Other funds holding SNAP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return