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Waypoint Wealth Counsel’s Snowflake SNOW Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,099
Closed -$317K – 225
2026
Q1 		$317K Sell
2,099
-861
-29% -$159K 0.16% 137
2025
Q4 		$649K Sell
2,960
-534
-15% -$130K 0.24% 79
2025
Q3 		$788K Buy
3,494
+393
+13% +$84.4K 0.31% 52
2025
Q2 		$694K Buy
3,101
+1,528
+97% +$276K 0.34% 49
2025
Q1 		$230K Buy
+1,573
New +$267K 0.14% 95

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

Waypoint Wealth Counsel's SNOW Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Snowflake (SNOW) in Q2 2026, closing a stake of 2,099 shares — an estimated $317K sold.

Waypoint Wealth Counsel first reported a position in SNOW in Q1 2025 and held it in 5 quarters. The position peaked at $788K in Q3 2025. 1,459 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Snowflake position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,099 Snowflake shares in Q2 2026, an estimated $317K.
  • Waypoint Wealth Counsel first reported a position in Snowflake in Q1 2025 and held it in 5 quarters.
  • Waypoint Wealth Counsel's Snowflake position peaked at $788K in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.