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Wealthspire Advisors (New York)’s Snowflake SNOW Stock Holding History

Wealthspire Advisors (New York)’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 		$1.27M Sell
8,413
-1,088
-11% -$201K 0.01% 363
2025
Q4 		$2.08M Buy
9,501
+79
+0.8% +$19.3K 0.02% 290
2025
Q3 		$2.13M Buy
9,422
+218
+2% +$46.8K 0.01% 268
2025
Q2 		$2.06M Sell
9,204
-409
-4% -$73.9K 0.01% 276
2025
Q1 		$1.41M Buy
9,613
+51
+0.5% +$8.65K 0.01% 327
2024
Q4 		$1.48M Buy
9,562
+791
+9% +$111K 0.01% 294
2024
Q3 		$1.01M Sell
8,771
-78
-0.9% -$9.59K 0.01% 372
2024
Q2 		$1.2M Buy
8,849
+191
+2% +$28.2K 0.02% 287
2024
Q1 		$1.4M Buy
8,658
+388
+5% +$75.2K 0.02% 255
2023
Q4 		$1.65M Sell
8,270
-7
-0.1% -$1.18K 0.02% 224
2023
Q3 		$1.26M Buy
8,277
+51
+0.6% +$8.3K 0.02% 242
2023
Q2 		$1.45M Sell
8,226
-10
-0.1% -$1.63K 0.02% 189
2023
Q1 		$1.27M Sell
8,236
-331
-4% -$48.5K 0.02% 210
2022
Q4 		$1.23M Buy
8,567
+2,458
+40% +$375K 0.02% 222
2022
Q3 		$1.04M Buy
6,109
+54
+0.9% +$8.94K 0.02% 224
2022
Q2 		$842K Sell
6,055
-7
-0.1% -$1.11K 0.02% 232
2022
Q1 		$1.39M Buy
+6,062
New +$1.57M 0.03% 157

Other funds holding SNOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $167B AUM 44.17% 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

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

Wealthspire Advisors (New York) reduced its Snowflake (SNOW) stake by 11% in Q1 2026, selling an estimated $201K and leaving 8,413 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #363.

Wealthspire Advisors (New York) first reported a position in SNOW in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.13M in Q3 2025. 1,281 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Wealthspire Advisors (New York) held 8,413 shares of Snowflake worth $1.27M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,088 Snowflake shares in Q1 2026, an estimated $201K.
  • Snowflake made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #363 holding.
  • Wealthspire Advisors (New York) first reported a position in Snowflake in Q1 2022 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s Snowflake position peaked at $2.13M in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

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