UFPG
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United Financial Planning Group’s Snowflake SNOW Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-33
Closed -$7.24K – 604
2025
Q4 		$7.24K Buy
+33
New +$8.05K ﹤0.01% 238

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Financial Planning Group's SNOW Position: Q1 2026 in Review

United Financial Planning Group sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 33 shares — an estimated $7.24K sold.

United Financial Planning Group first reported a position in SNOW in Q4 2025 and held it in 1 quarter. The position peaked at $7.24K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • United Financial Planning Group reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 33 Snowflake shares in Q1 2026, an estimated $7.24K.
  • United Financial Planning Group first reported a position in Snowflake in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Snowflake position peaked at $7.24K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.