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Wealth Preservation Advisors’s Snowflake SNOW Stock Holding History

Wealth Preservation Advisors’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 		$213K Buy
1,410
+250
+22% +$46.3K 0.18% 61
2025
Q4 		$254K Buy
1,160
+4
+0.3% +$976 0.13% 78
2025
Q3 		$261K Hold
1,156
– – 0.15% 68
2025
Q2 		$259K Buy
1,156
+5
+0.4% +$904 0.16% 70
2025
Q1 		$168K Buy
+1,151
New +$195K 0.12% 88

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 Preservation Advisors's SNOW Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Snowflake (SNOW) stake by 22% in Q1 2026, buying an estimated $46.3K and bringing the position to 1,410 shares worth $213K. The position accounts for 0.18% of the portfolio, ranked #61.

Wealth Preservation Advisors first reported a position in SNOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q3 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Wealth Preservation Advisors held 1,410 shares of Snowflake worth $213K as of Q1 2026.
  • Wealth Preservation Advisors bought 250 Snowflake shares in Q1 2026, an estimated $46.3K.
  • Snowflake made up 0.18% of Wealth Preservation Advisors's portfolio in Q1 2026, its #61 holding.
  • Wealth Preservation Advisors first reported a position in Snowflake in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Snowflake position peaked at $261K in Q3 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.