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United Capital Financial Advisors’s Snowflake SNOW Stock Holding History

United Capital Financial Advisors’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 		$17.9M Sell
70,211
-225
-0.3% -$41.4K 0.1% 171
2026
Q1 		$10.6M Buy
70,436
+12,499
+22% +$2.31M 0.07% 225
2025
Q4 		$12.7M Buy
57,937
+9,298
+19% +$2.27M 0.08% 201
2025
Q3 		$11M Buy
48,639
+37,905
+353% +$8.14M 0.08% 197
2025
Q2 		$2.4M Buy
10,734
+310
+3% +$56K 0.02% 406
2025
Q1 		$1.52M Buy
10,424
+130
+1% +$22.1K 0.01% 473
2024
Q4 		$1.59M Buy
10,294
+1,859
+22% +$262K 0.01% 465
2024
Q3 		$969K Buy
8,435
+338
+4% +$41.6K 0.01% 548
2024
Q2 		$1.09M Sell
8,097
-1,791
-18% -$265K 0.01% 508
2024
Q1 		$1.6M Sell
9,888
-342
-3% -$66.3K 0.01% 470
2023
Q4 		$2.04M Sell
10,230
-6,049
-37% -$1.02M 0.02% 413
2023
Q3 		$2.49M Buy
16,279
+2,815
+21% +$458K 0.02% 394
2023
Q2 		$2.37M Buy
13,464
+4,239
+46% +$689K 0.01% 419
2023
Q1 		$1.42M Sell
9,225
-775
-8% -$114K 0.01% 506
2022
Q4 		$1.44M Sell
10,000
-692
-6% -$106K 0.01% 545
2022
Q3 		$1.82M Buy
10,692
+885
+9% +$147K 0.01% 492
2022
Q2 		$1.36M Sell
9,807
-522
-5% -$82.7K 0.01% 566
2022
Q1 		$2.37M Sell
10,329
-696
-6% -$180K 0.01% 486
2021
Q4 		$3.73M Sell
11,025
-83
-0.7% -$28.9K 0.02% 421
2021
Q3 		$3.36M Buy
11,108
+536
+5% +$152K 0.02% 435
2021
Q2 		$2.56M Buy
10,572
+705
+7% +$164K 0.01% 494
2021
Q1 		$2.26M Buy
9,867
+4,674
+90% +$1.25M 0.01% 483
2020
Q4 		$1.46M Buy
+5,193
New +$1.48M 0.01% 580

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Capital Financial Advisors's SNOW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Snowflake (SNOW) stake by 0.32% in Q2 2026, selling an estimated $41.4K and leaving 70,211 shares worth $17.9M. The position accounts for 0.1% of the portfolio, ranked #171.

United Capital Financial Advisors first reported a position in SNOW in Q4 2020 and has held it in 23 quarters since. 1,454 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • United Capital Financial Advisors held 70,211 shares of Snowflake worth $17.9M as of Q2 2026.
  • United Capital Financial Advisors sold 225 Snowflake shares in Q2 2026, an estimated $41.4K.
  • Snowflake made up 0.1% of United Capital Financial Advisors's portfolio in Q2 2026, its #171 holding.
  • United Capital Financial Advisors first reported a position in Snowflake in Q4 2020 and has held it in 23 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.