United Asset Strategies’s Snowflake SNOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$927K Buy
3,644
+16
+0.4% +$2.94K 0.07% 154
2026
Q1
$547K Buy
3,628
+84
+2% +$15.5K 0.04% 191
2025
Q4
$777K Buy
3,544
+50
+1% +$12.2K 0.06% 169
2025
Q3
$788K Sell
3,494
-166
-5% -$35.6K 0.06% 168
2025
Q2
$819K Buy
+3,660
New +$662K 0.07% 156
2023
Q3
Sell
-1,269
Closed -$223K 242
2023
Q2
$223K Buy
+1,269
New +$206K 0.03% 212

Other funds holding SNOW

United Asset Strategies's SNOW Position: Q2 2026 in Review

United Asset Strategies increased its Snowflake (SNOW) stake by 0.44% in Q2 2026, buying an estimated $2.94K and bringing the position to 3,644 shares worth $927K. The position accounts for 0.07% of the portfolio, ranked #154.

United Asset Strategies first reported a position in SNOW in Q2 2023 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • United Asset Strategies held 3,644 shares of Snowflake worth $927K as of Q2 2026.
  • United Asset Strategies bought 16 Snowflake shares in Q2 2026, an estimated $2.94K.
  • Snowflake made up 0.07% of United Asset Strategies's portfolio in Q2 2026, its #154 holding.
  • United Asset Strategies first reported a position in Snowflake in Q2 2023 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.