Wealthspire Advisors (New York)’s Snap-on SNA Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-741	Closed	-$255K	–	1079
2025 Q4	$255K	Buy	741 +370	+100%	+$127K	﹤0.01%	870
2025 Q3	$129K	Buy	+371	New	+$121K	﹤0.01%	931
2025 Q1	–	Sell	-651	Closed	-$221K	–	825
2024 Q4	$221K	Buy	+651	New	+$220K	﹤0.01%	723
2021 Q2	–	Sell	-2,114	Closed	-$488K	–	614
2021 Q1	$488K	Sell	2,114 -182	-8%	-$35.8K	0.01%	403
2020 Q4	$393K	Buy	2,296 +925	+67%	+$155K	0.01%	355
2020 Q3	$202K	Buy	+1,371	New	+$199K	0.01%	307
2019 Q1	–	Sell	-31	Closed	-$5K	–	672
2018 Q4	$5K	Buy	+31	New	+$4.9K	﹤0.01%	655

Other funds holding SNA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s SNA Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Snap-on (SNA) in Q1 2026, closing a stake of 741 shares — an estimated $255K sold.

Wealthspire Advisors (New York) first reported a position in SNA in Q4 2018 and held it in 7 quarters. The position peaked at $488K in Q1 2021. 1,045 funds tracked by Wall St. Rank hold SNA as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Snap-on position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 741 Snap-on shares in Q1 2026, an estimated $255K.
Wealthspire Advisors (New York) first reported a position in Snap-on in Q4 2018 and held it in 7 quarters.
Wealthspire Advisors (New York)'s Snap-on position peaked at $488K in Q1 2021.
1,045 funds tracked by Wall St. Rank held Snap-on as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.