Wealth Dimensions Group’s Snowflake SNOW Stock Holding History

Wealth Dimensions 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 Q3	$231K	Buy	+679	New	+$210K	0.04%	168
2026 Q1	–	Sell	-984	Closed	-$216K	–	176
2025 Q4	$216K	Sell	984 -25	-2%	-$6.1K	0.04%	160
2025 Q3	$228K	Buy	1,009 +27	+3%	+$5.8K	0.05%	161
2025 Q2	$220K	Buy	+982	New	+$178K	0.05%	156
2024 Q2	–	Sell	-1,270	Closed	-$205K	–	146
2024 Q1	$205K	Buy	+1,270	New	+$246K	0.06%	138
2023 Q3	–	Sell	-1,144	Closed	-$201K	–	137
2023 Q2	$201K	Buy	+1,144	New	+$186K	0.07%	133
2022 Q2	–	Sell	-5,960	Closed	-$1.37M	–	133
2022 Q1	$1.37M	Hold	5,960	–	–	0.63%	27
2021 Q4	$2.02M	Buy	5,960 +125	+2%	+$43.6K	0.99%	19
2021 Q3	$1.76M	Sell	5,835 -2,950	-34%	-$839K	1.13%	19
2021 Q2	$2.12M	Buy	8,785 +110	+1%	+$25.6K	1.44%	14
2021 Q1	$1.99M	Buy	+8,675	New	+$2.32M	1.54%	14

Other funds holding SNOW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Wealth Dimensions Group's SNOW Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in Snowflake (SNOW) in Q3 2026: 679 shares worth $231K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in SNOW as recently as Q4 2025.

Wealth Dimensions Group first reported a position in SNOW in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.12M in Q2 2021. 912 funds tracked by Wall St. Rank hold SNOW as of Q3 2026.

Wealth Dimensions Group held 679 shares of Snowflake worth $231K as of Q3 2026.
Snowflake was a new Wealth Dimensions Group position in Q3 2026.
Snowflake made up 0.04% of Wealth Dimensions Group's portfolio in Q3 2026, its #168 holding.
Wealth Dimensions Group first reported a position in Snowflake in Q1 2021 and has held it in 11 quarters since.
Wealth Dimensions Group's Snowflake position peaked at $2.12M in Q2 2021.
912 funds tracked by Wall St. Rank held Snowflake as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.