WWM
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Western Wealth Management’s Snowflake SNOW Stock Holding History

Western Wealth Management’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 		– Sell
-2,583
Closed -$567K – 984
2025
Q4 		$567K Buy
+2,583
New +$630K 0.03% 485
2024
Q4 		– Sell
-2,115
Closed -$243K – 748
2024
Q3 		$243K Sell
2,115
-115
-5% -$14.1K 0.01% 666
2024
Q2 		$301K Sell
2,230
-224
-9% -$33.1K 0.02% 498
2024
Q1 		$397K Buy
+2,454
New +$476K 0.03% 422
2023
Q4 		– Sell
-2,718
Closed -$415K – 711
2023
Q3 		$415K Buy
+2,718
New +$443K 0.04% 426
2022
Q2 		– Sell
-965
Closed -$222K – 847
2022
Q1 		$222K Buy
+965
New +$249K 0.01% 762

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

Western Wealth Management's SNOW Position: Q1 2026 in Review

Western Wealth Management sold out of Snowflake (SNOW) in Q1 2026, closing a stake of 2,583 shares — an estimated $567K sold.

Western Wealth Management first reported a position in SNOW in Q1 2022 and held it in 6 quarters. The position peaked at $567K in Q4 2025. 1,276 funds tracked by Wall St. Rank hold SNOW as of Q1 2026.

  • Western Wealth Management reported no remaining Snowflake position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 2,583 Snowflake shares in Q1 2026, an estimated $567K.
  • Western Wealth Management first reported a position in Snowflake in Q1 2022 and held it in 6 quarters.
  • Western Wealth Management's Snowflake position peaked at $567K in Q4 2025.
  • 1,276 funds tracked by Wall St. Rank held Snowflake as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.