UCFA
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United Capital Financial Advisors’s Snap-on SNA Stock Holding History

United Capital Financial Advisors’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
Q1 		$801K Buy
2,206
+399
+22% +$148K ﹤0.01% 850
2025
Q4 		$623K Sell
1,807
-363
-17% -$124K ﹤0.01% 892
2025
Q3 		$752K Buy
2,170
+1,495
+221% +$489K 0.01% 738
2025
Q2 		$210K Sell
675
-5
-0.7% -$1.59K ﹤0.01% 1037
2025
Q1 		$229K Sell
680
-21
-3% -$7.14K ﹤0.01% 970
2024
Q4 		$238K Sell
701
-21
-3% -$7.09K ﹤0.01% 966
2024
Q3 		$209K Buy
+722
New +$199K ﹤0.01% 997
2024
Q2 		– Sell
-2,661
Closed -$788K – 1108
2024
Q1 		$788K Sell
2,661
-407
-13% -$116K 0.01% 622
2023
Q4 		$886K Sell
3,068
-2,643
-46% -$713K 0.01% 581
2023
Q3 		$1.46M Sell
5,711
-1,055
-16% -$285K 0.01% 460
2023
Q2 		$1.95M Sell
6,766
-52
-0.8% -$13.5K 0.01% 450
2023
Q1 		$1.68M Buy
6,818
+585
+9% +$143K 0.01% 477
2022
Q4 		$1.42M Buy
6,233
+186
+3% +$42K 0.01% 546
2022
Q3 		$1.22M Sell
6,047
-715
-11% -$154K 0.01% 573
2022
Q2 		$1.33M Buy
6,762
+795
+13% +$169K 0.01% 575
2022
Q1 		$1.23M Sell
5,967
-811
-12% -$171K 0.01% 625
2021
Q4 		$1.46M Buy
6,778
+2,716
+67% +$580K 0.01% 604
2021
Q3 		$849K Buy
4,062
+739
+22% +$164K ﹤0.01% 717
2021
Q2 		$742K Buy
3,323
+533
+19% +$128K ﹤0.01% 769
2021
Q1 		$644K Sell
2,790
-368
-12% -$72.5K ﹤0.01% 782
2020
Q4 		$540K Buy
3,158
+1,164
+58% +$195K ﹤0.01% 828
2020
Q3 		$293K Buy
+1,994
New +$290K ﹤0.01% 960
2020
Q2 		– Sell
-2,779
Closed -$302K – 1253
2020
Q1 		$302K Sell
2,779
-115,406
-98% -$17M ﹤0.01% 969
2019
Q4 		$20M Sell
118,185
-9,186
-7% -$1.5M 0.13% 195
2019
Q3 		$19.9M Buy
127,371
+8,815
+7% +$1.35M 0.14% 175
2019
Q2 		$19.6M Buy
118,556
+7,724
+7% +$1.26M 0.13% 169
2019
Q1 		$17.3M Buy
110,832
+12,025
+12% +$1.91M 0.12% 183
2018
Q4 		$14.4M Sell
98,807
-2,268
-2% -$359K 0.11% 187
2018
Q3 		$18.6M Buy
101,075
+2,677
+3% +$467K 0.13% 172
2018
Q2 		$15.8M Buy
98,398
+5,316
+6% +$804K 0.12% 192
2018
Q1 		$13.7M Buy
93,082
+3,739
+4% +$614K 0.1% 220
2017
Q4 		$15.7M Buy
89,343
+770
+0.9% +$124K 0.12% 204
2017
Q3 		$13.2M Buy
88,573
+30,755
+53% +$4.62M 0.11% 219
2017
Q2 		$9.13M Buy
57,818
+54,329
+1,557% +$8.89M 0.08% 284
2017
Q1 		$588K Sell
3,489
-643
-16% -$111K 0.01% 878
2016
Q4 		$708K Sell
4,132
-8,562
-67% -$1.39M 0.01% 839
2016
Q3 		$1.93M Sell
12,694
-1,837
-13% -$284K 0.02% 599
2016
Q2 		$2.3M Buy
14,531
+1,549
+12% +$246K 0.02% 527
2016
Q1 		$2.04M Buy
12,982
+7,643
+143% +$1.17M 0.02% 527
2015
Q4 		$915K Sell
5,339
-6,311
-54% -$1.05M 0.01% 719
2015
Q3 		$1.76M Buy
11,650
+5,381
+86% +$863K 0.02% 550
2015
Q2 		$998K Hold
6,269
– – 0.01% 725
2015
Q1 		$938K Buy
6,269
+70
+1% +$9.84K 0.01% 733
2014
Q4 		$848K Buy
6,199
+88
+1% +$11.5K 0.01% 690
2014
Q3 		$740K Buy
+6,111
New +$751K 0.01% 689
2014
Q2 		– Sell
-5,574
Closed -$633K – 910
2014
Q1 		$633K Buy
+5,574
New +$603K 0.01% 590

Other funds holding SNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

United Capital Financial Advisors's SNA Position: Q1 2026 in Review

United Capital Financial Advisors increased its Snap-on (SNA) stake by 22% in Q1 2026, buying an estimated $148K and bringing the position to 2,206 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

United Capital Financial Advisors first reported a position in SNA in Q1 2014 and has held it in 46 quarters since. The position peaked at $20M in Q4 2019. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

  • United Capital Financial Advisors held 2,206 shares of Snap-on worth $801K as of Q1 2026.
  • United Capital Financial Advisors bought 399 Snap-on shares in Q1 2026, an estimated $148K.
  • Snap-on made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #850 holding.
  • United Capital Financial Advisors first reported a position in Snap-on in Q1 2014 and has held it in 46 quarters since.
  • United Capital Financial Advisors's Snap-on position peaked at $20M in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.