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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waypoint Wealth Counsel's SNOW Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Snowflake (SNOW) stake by 29% in Q1 2026, selling an estimated $159K and leaving 2,099 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #137.

Waypoint Wealth Counsel first reported a position in SNOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $788K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Waypoint Wealth Counsel held 2,099 shares of Snowflake worth $317K as of Q1 2026.
  • Waypoint Wealth Counsel sold 861 Snowflake shares in Q1 2026, an estimated $159K.
  • Snowflake made up 0.16% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #137 holding.
  • Waypoint Wealth Counsel first reported a position in Snowflake in Q1 2025 and has held it in 5 quarters since.
  • Waypoint Wealth Counsel's Snowflake position peaked at $788K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.