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Waldron Private Wealth’s Snap-on SNA Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-717
Closed -$243K – 410
2024
Q4 		$243K Buy
717
+2
+0.3% +$675 0.01% 372
2024
Q3 		$207K Buy
+715
New +$197K 0.01% 395
2024
Q2 		– Sell
-715
Closed -$212K – 439
2024
Q1 		$212K Buy
715
+7
+1% +$1.99K 0.01% 385
2023
Q4 		$204K Buy
+708
New +$191K 0.01% 391
2023
Q3 		– Sell
-716
Closed -$206K – 398
2023
Q2 		$206K Buy
+716
New +$185K 0.01% 353

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waldron Private Wealth's SNA Position: Q1 2025 in Review

Waldron Private Wealth sold out of Snap-on (SNA) in Q1 2025, closing a stake of 717 shares — an estimated $243K sold.

Waldron Private Wealth first reported a position in SNA in Q2 2023 and held it in 5 quarters. The position peaked at $243K in Q4 2024. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

  • Waldron Private Wealth reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 717 Snap-on shares in Q1 2025, an estimated $243K.
  • Waldron Private Wealth first reported a position in Snap-on in Q2 2023 and held it in 5 quarters.
  • Waldron Private Wealth's Snap-on position peaked at $243K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.