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Wallace Advisory Group’s Snowflake SNOW Stock Holding History

Wallace Advisory Group’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 		$236K Buy
+927
New +$171K 0.22% 118
2025
Q4 		– Sell
-907
Closed -$203K – 167
2025
Q3 		$203K Buy
+907
New +$195K 0.16% 162

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

Wallace Advisory Group's SNOW Position: Q2 2026 in Review

Wallace Advisory Group opened a new position in Snowflake (SNOW) in Q2 2026: 927 shares worth $236K. The stake represents 0.22% of the portfolio and ranks #118 among its holdings. This is a return to the name: Wallace Advisory Group previously reported a position in SNOW as recently as Q3 2025.

Wallace Advisory Group first reported a position in SNOW in Q3 2025 and has held it in 2 quarters since. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Wallace Advisory Group held 927 shares of Snowflake worth $236K as of Q2 2026.
  • Snowflake was a new Wallace Advisory Group position in Q2 2026.
  • Snowflake made up 0.22% of Wallace Advisory Group's portfolio in Q2 2026, its #118 holding.
  • Wallace Advisory Group first reported a position in Snowflake in Q3 2025 and has held it in 2 quarters since.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.