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Waverly Advisors’s Snap-on SNA Stock Holding History

Waverly Advisors’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
2026
Q2 		– Sell
-594
Closed -$216K – 1832
2026
Q1 		$216K Buy
+594
New +$220K ﹤0.01% 1457
2015
Q4 		– Sell
-193
Closed -$29K – 350
2015
Q3 		$29K Buy
193
+178
+1,187% +$28.5K 0.02% 208
2015
Q2 		$2K Buy
+15
New +$2.31K ﹤0.01% 343

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's SNA Position: Q2 2026 in Review

Waverly Advisors sold out of Snap-on (SNA) in Q2 2026, closing a stake of 594 shares — an estimated $216K sold.

Waverly Advisors first reported a position in SNA in Q2 2015 and held it in 3 quarters. The position peaked at $216K in Q1 2026. 1,063 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Waverly Advisors reported no remaining Snap-on position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 594 Snap-on shares in Q2 2026, an estimated $216K.
  • Waverly Advisors first reported a position in Snap-on in Q2 2015 and held it in 3 quarters.
  • Waverly Advisors's Snap-on position peaked at $216K in Q1 2026.
  • 1,063 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.