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Whalen Wealth Management’s Snowflake SNOW Stock Holding History

Whalen 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
2025
Q3 		– Sell
-1,406
Closed -$315K – 259
2025
Q2 		$315K Buy
+1,406
New +$254K 0.2% 134
2024
Q3 		– Sell
-4,207
Closed -$568K – 140
2024
Q2 		$568K Buy
+4,207
New +$621K 0.45% 50

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Whalen Wealth Management's SNOW Position: Q3 2025 in Review

Whalen Wealth Management sold out of Snowflake (SNOW) in Q3 2025, closing a stake of 1,406 shares — an estimated $315K sold.

Whalen Wealth Management first reported a position in SNOW in Q2 2024 and held it in 2 quarters. The position peaked at $568K in Q2 2024. 1,341 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

  • Whalen Wealth Management reported no remaining Snowflake position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,406 Snowflake shares in Q3 2025, an estimated $315K.
  • Whalen Wealth Management first reported a position in Snowflake in Q2 2024 and held it in 2 quarters.
  • Whalen Wealth Management's Snowflake position peaked at $568K in Q2 2024.
  • 1,341 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.