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Whipplewood Advisors’s Snap-on SNA Stock Holding History

Whipplewood Advisors’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 		$1.21K Sell
3
-13
-81% -$4.91K ﹤0.01% 519
2026
Q1 		$5.81K Buy
+16
New +$5.93K ﹤0.01% 581
2025
Q3 		– Sell
-19
Closed -$5.91K – 1021
2025
Q2 		$5.91K Buy
19
+3
+19% +$954 ﹤0.01% 663
2025
Q1 		$6.4K Sell
16
-10
-38% -$3.4K ﹤0.01% 647
2024
Q4 		$8.83K Buy
+26
New +$8.78K 0.01% 575

Other funds holding SNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whipplewood Advisors's SNA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Snap-on (SNA) stake by 81% in Q2 2026, selling an estimated $4.91K and leaving 3 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Whipplewood Advisors first reported a position in SNA in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.83K in Q4 2024. 1,069 funds tracked by Wall St. Rank hold SNA as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Snap-on worth $1.21K as of Q2 2026.
  • Whipplewood Advisors sold 13 Snap-on shares in Q2 2026, an estimated $4.91K.
  • Snap-on made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #519 holding.
  • Whipplewood Advisors first reported a position in Snap-on in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Snap-on position peaked at $8.83K in Q4 2024.
  • 1,069 funds tracked by Wall St. Rank held Snap-on as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.