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Valeo Financial Advisors’s Snowflake SNOW Stock Holding History

Valeo 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
2022
Q4 		– Sell
-100
Closed -$17K – 603
2022
Q3 		$17K Hold
100
– – ﹤0.01% 495
2022
Q2 		$14K Sell
100
-100
-50% -$15.8K ﹤0.01% 500
2022
Q1 		$46K Buy
+200
New +$51.7K ﹤0.01% 602

Other funds holding SNOW

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Valeo Financial Advisors's SNOW Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Snowflake (SNOW) stake by 21% in Q2 2026, selling an estimated $432K and leaving 8,567 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #167.

Valeo Financial Advisors first reported a position in SNOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $4M in Q4 2023. 709 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Valeo Financial Advisors held 8,567 shares of Snowflake worth $2.18M as of Q2 2026.
  • Valeo Financial Advisors sold 2,345 Snowflake shares in Q2 2026, an estimated $432K.
  • Snowflake made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Valeo Financial Advisors first reported a position in Snowflake in Q3 2020 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Snowflake position peaked at $4M in Q4 2023.
  • 709 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.