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Venturi Wealth Management’s Snap-on SNA Stock Holding History

Venturi Wealth Management’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
Q2 		$742K Buy
1,845
+134
+8% +$50.7K 0.03% 282
2026
Q1 		$621K Buy
1,711
+242
+16% +$89.7K 0.03% 300
2025
Q4 		$506K Buy
1,469
+319
+28% +$109K 0.02% 334
2025
Q3 		$399K Buy
1,150
+109
+10% +$35.7K 0.02% 386
2025
Q2 		$324K Sell
1,041
-380
-27% -$121K 0.02% 403
2025
Q1 		$479K Buy
1,421
+117
+9% +$39.8K 0.02% 332
2024
Q4 		$443K Buy
1,304
+1,010
+344% +$341K 0.02% 361
2024
Q3 		$85.2K Buy
294
+10
+4% +$2.76K ﹤0.01% 613
2024
Q2 		$74.2K Buy
284
+20
+8% +$5.49K ﹤0.01% 567
2024
Q1 		$78.2K Sell
264
-8
-3% -$2.27K 0.01% 443
2023
Q4 		$78.6K Buy
272
+40
+17% +$10.8K 0.01% 439
2023
Q3 		$59.2K Buy
+232
New +$62.7K ﹤0.01% 454
2023
Q2 		– Sell
-164
Closed -$40.5K – 1236
2023
Q1 		$40.5K Buy
+164
New +$40K ﹤0.01% 498

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Venturi Wealth Management's SNA Position: Q2 2026 in Review

Venturi Wealth Management increased its Snap-on (SNA) stake by 7.8% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,845 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #282.

Venturi Wealth Management first reported a position in SNA in Q1 2023 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Venturi Wealth Management held 1,845 shares of Snap-on worth $742K as of Q2 2026.
  • Venturi Wealth Management bought 134 Snap-on shares in Q2 2026, an estimated $50.7K.
  • Snap-on made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Venturi Wealth Management first reported a position in Snap-on in Q1 2023 and has held it in 13 quarters since.
  • 222 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.