WIM
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WealthPlan Investment Management’s Snap-on SNA Stock Holding History

WealthPlan Investment Management’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+530
New +$200K 0.01% 452

Other funds holding SNA

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

WealthPlan Investment Management's SNA Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Snap-on (SNA) in Q2 2026: 530 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings.

342 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • WealthPlan Investment Management held 530 shares of Snap-on worth $213K as of Q2 2026.
  • Snap-on was a new WealthPlan Investment Management position in Q2 2026.
  • Snap-on made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #452 holding.
  • 342 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.