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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
Q2 		– Sell
-1,410
Closed -$213K – 820
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 $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

Wealth Preservation Advisors's SNOW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Snowflake (SNOW) in Q2 2026, closing a stake of 1,410 shares — an estimated $213K sold.

Wealth Preservation Advisors first reported a position in SNOW in Q1 2025 and held it in 5 quarters. The position peaked at $261K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Snowflake position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,410 Snowflake shares in Q2 2026, an estimated $213K.
  • Wealth Preservation Advisors first reported a position in Snowflake in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Snowflake position peaked at $261K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.