True Wealth Design
SNOW icon

True Wealth Design’s Snowflake SNOW Stock Holding History

True Wealth Design’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 		$252K Sell
742
-123
-14% -$38K 0.06% 95
2026
Q2 		$220K Sell
865
-85
-9% -$15.6K 0.05% 100
2026
Q1 		$143K Buy
950
+23
+2% +$4.26K 0.04% 142
2025
Q4 		$203K Sell
927
-31
-3% -$7.57K 0.06% 82
2025
Q3 		$216K Buy
958
+81
+9% +$17.4K 0.07% 61
2025
Q2 		$196K Buy
877
+334
+62% +$60.4K 0.07% 48
2025
Q1 		$79.3K Buy
543
+81
+18% +$13.7K 0.03% 123
2024
Q4 		$71.3K Buy
462
+257
+125% +$36.2K 0.03% 109
2024
Q3 		$23.5K Buy
205
+201
+5,025% +$24.7K 0.01% 301
2024
Q2 		$541 Buy
4
+2
+100% +$295 ﹤0.01% 639
2024
Q1 		$324 Buy
2
+1
+100% +$194 ﹤0.01% 701
2023
Q4 		$199 Hold
1
– – ﹤0.01% 678
2023
Q3 		$153 Hold
1
– – ﹤0.01% 678
2023
Q2 		$176 Buy
+1
New +$163 ﹤0.01% 670

Other funds holding SNOW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

True Wealth Design's SNOW Position: Q3 2026 in Review

True Wealth Design reduced its Snowflake (SNOW) stake by 14% in Q3 2026, selling an estimated $38K and leaving 742 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #95.

True Wealth Design first reported a position in SNOW in Q2 2023 and has held it in 14 quarters since. 388 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

  • True Wealth Design held 742 shares of Snowflake worth $252K as of Q3 2026.
  • True Wealth Design sold 123 Snowflake shares in Q3 2026, an estimated $38K.
  • Snowflake made up 0.06% of True Wealth Design's portfolio in Q3 2026, its #95 holding.
  • True Wealth Design first reported a position in Snowflake in Q2 2023 and has held it in 14 quarters since.
  • 388 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.