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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

True Wealth Design reduced its Snowflake (SNOW) stake by 8.9% in Q2 2026, selling an estimated $15.6K and leaving 865 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #100.

True Wealth Design first reported a position in SNOW in Q2 2023 and has held it in 13 quarters since. 200 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • True Wealth Design held 865 shares of Snowflake worth $220K as of Q2 2026.
  • True Wealth Design sold 85 Snowflake shares in Q2 2026, an estimated $15.6K.
  • Snowflake made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #100 holding.
  • True Wealth Design first reported a position in Snowflake in Q2 2023 and has held it in 13 quarters since.
  • 200 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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