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ViaWealth’s Snowflake SNOW Stock Holding History

ViaWealth’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 		$844K Sell
3,315
-165
-5% -$30.4K 0.42% 69
2026
Q1 		$525K Buy
3,480
+540
+18% +$99.9K 0.29% 97
2025
Q4 		$645K Buy
2,940
+25
+0.9% +$6.1K 0.36% 80
2025
Q3 		$657K Hold
2,915
– – 0.36% 84
2025
Q2 		$652K Buy
2,915
+135
+5% +$24.4K 0.39% 83
2025
Q1 		$406K Sell
2,780
-110
-4% -$18.7K 0.25% 110
2024
Q4 		$446K Sell
2,890
-225
-7% -$31.7K 0.27% 109
2024
Q3 		$358K Buy
3,115
+1,315
+73% +$162K 0.21% 124
2024
Q2 		$243K Buy
1,800
+425
+31% +$62.8K 0.15% 144
2024
Q1 		$222K Buy
1,375
+360
+35% +$69.8K 0.14% 149
2023
Q4 		$202K Buy
+1,015
New +$172K 0.14% 149

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

ViaWealth's SNOW Position: Q2 2026 in Review

ViaWealth reduced its Snowflake (SNOW) stake by 4.7% in Q2 2026, selling an estimated $30.4K and leaving 3,315 shares worth $844K. The position accounts for 0.42% of the portfolio, ranked #69.

ViaWealth first reported a position in SNOW in Q4 2023 and has held it in 11 quarters since. 1,460 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • ViaWealth held 3,315 shares of Snowflake worth $844K as of Q2 2026.
  • ViaWealth sold 165 Snowflake shares in Q2 2026, an estimated $30.4K.
  • Snowflake made up 0.42% of ViaWealth's portfolio in Q2 2026, its #69 holding.
  • ViaWealth first reported a position in Snowflake in Q4 2023 and has held it in 11 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.