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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return