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

Waterway 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
2025
Q2 		– Sell
-1,442
Closed -$486K – 97
2025
Q1 		$486K Buy
1,442
+620
+75% +$211K 0.2% 47
2024
Q4 		$279K Buy
822
+127
+18% +$42.9K 0.12% 67
2024
Q3 		$201K Buy
+695
New +$192K 0.09% 72

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Waterway Wealth Management's SNA Position: Q2 2025 in Review

Waterway Wealth Management sold out of Snap-on (SNA) in Q2 2025, closing a stake of 1,442 shares — an estimated $486K sold.

Waterway Wealth Management first reported a position in SNA in Q3 2024 and held it in 3 quarters. The position peaked at $486K in Q1 2025. 942 funds tracked by Wall St. Rank hold SNA as of Q2 2025.

  • Waterway Wealth Management reported no remaining Snap-on position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 1,442 Snap-on shares in Q2 2025, an estimated $486K.
  • Waterway Wealth Management first reported a position in Snap-on in Q3 2024 and held it in 3 quarters.
  • Waterway Wealth Management's Snap-on position peaked at $486K in Q1 2025.
  • 942 funds tracked by Wall St. Rank held Snap-on as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.