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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
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

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

Wealth Dimensions Group's SNOW Position: Q1 2026 in Review

Wealth Dimensions Group sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 984 shares — an estimated $216K sold.

Wealth Dimensions Group first reported a position in SNOW in Q1 2021 and held it in 10 quarters. The position peaked at $2.12M in Q2 2021. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Wealth Dimensions Group reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Wealth Dimensions Group sold 984 Snowflake shares in Q1 2026, an estimated $216K.
  • Wealth Dimensions Group first reported a position in Snowflake in Q1 2021 and held it in 10 quarters.
  • Wealth Dimensions Group's Snowflake position peaked at $2.12M in Q2 2021.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.