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Valeo Financial Advisors’s Snap-on SNA Stock Holding History

Valeo 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
2025
Q4 		– Sell
-738
Closed -$256K – 899
2025
Q3 		$256K Buy
738
+9
+1% +$2.95K 0.01% 667
2025
Q2 		$227K Buy
729
+8
+1% +$2.54K 0.01% 670
2025
Q1 		$243K Hold
721
– – 0.01% 587
2024
Q4 		$245K Buy
721
+8
+1% +$2.7K 0.01% 605
2024
Q3 		$207K Sell
713
-150
-17% -$41.3K 0.01% 647
2024
Q2 		$226K Sell
863
-1
-0.1% -$275 0.01% 579
2024
Q1 		$236K Buy
864
+6
+0.7% +$1.7K 0.01% 565
2023
Q4 		$248K Buy
+858
New +$232K 0.01% 549
2023
Q3 		– Sell
-765
Closed -$221K – 673
2023
Q2 		$221K Buy
+765
New +$198K 0.01% 518
2021
Q2 		– Sell
-178
Closed -$41K – 1615
2021
Q1 		$41K Buy
178
+25
+16% +$4.92K ﹤0.01% 948
2020
Q4 		$26K Buy
+153
New +$25.6K ﹤0.01% 964
2020
Q3 		– Sell
-24
Closed -$3K – 2075
2020
Q2 		$3K Buy
+24
New +$3.05K ﹤0.01% 1693
2020
Q1 		– Sell
-6
Closed -$1K – 1904
2019
Q4 		$1K Hold
6
– – ﹤0.01% 1570
2019
Q3 		$1K Sell
6
-14
-70% -$2.15K ﹤0.01% 1487
2019
Q2 		$3K Buy
20
+9
+82% +$1.46K ﹤0.01% 1349
2019
Q1 		$2K Buy
11
+6
+120% +$953 ﹤0.01% 1388
2018
Q4 		$1K Sell
5
-38
-88% -$6.01K ﹤0.01% 1414
2018
Q3 		$7K Buy
43
+29
+207% +$5.05K ﹤0.01% 1093
2018
Q2 		$2K Sell
14
-55
-80% -$8.32K ﹤0.01% 1378
2018
Q1 		$10K Buy
69
+55
+393% +$9.04K ﹤0.01% 927
2017
Q4 		$2K Sell
14
-6
-30% -$970 ﹤0.01% 1209
2017
Q3 		$3K Buy
+20
New +$3K ﹤0.01% 972

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's SNA Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Snap-on (SNA) in Q4 2025, closing a stake of 738 shares — an estimated $256K sold.

Valeo Financial Advisors first reported a position in SNA in Q3 2017 and held it in 22 quarters. The position peaked at $256K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold SNA as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Snap-on position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 738 Snap-on shares in Q4 2025, an estimated $256K.
  • Valeo Financial Advisors first reported a position in Snap-on in Q3 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Snap-on position peaked at $256K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Snap-on as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.