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Whipplewood Advisors’s Snowflake SNOW Stock Holding History

Whipplewood Advisors’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
Q2 		$2.29K Sell
9
-256
-97% -$47.1K ﹤0.01% 407
2026
Q1 		$40K Buy
265
+252
+1,938% +$46.6K 0.02% 297
2025
Q4 		$2.85K Buy
+13
New +$3.17K ﹤0.01% 324
2025
Q3 		– Sell
-545
Closed -$122K – 1024
2025
Q2 		$122K Buy
545
+74
+16% +$13.4K 0.07% 214
2025
Q1 		$69K Buy
471
+159
+51% +$27K 0.04% 262
2024
Q4 		$48.2K Buy
+312
New +$43.9K 0.03% 318

Other funds holding SNOW

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Whipplewood Advisors's SNOW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Snowflake (SNOW) stake by 97% in Q2 2026, selling an estimated $47.1K and leaving 9 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Whipplewood Advisors first reported a position in SNOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q2 2025. 1,452 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Snowflake worth $2.29K as of Q2 2026.
  • Whipplewood Advisors sold 256 Snowflake shares in Q2 2026, an estimated $47.1K.
  • Snowflake made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #407 holding.
  • Whipplewood Advisors first reported a position in Snowflake in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Snowflake position peaked at $122K in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

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