Winch Advisory Services’s Snowflake SNOW Stock Holding History

Winch Advisory Services’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	$1.78K	Hold	7	–	–	﹤0.01%	481
2026 Q1	$1.06K	Hold	7	–	–	﹤0.01%	454
2025 Q4	$1.54K	Hold	7	–	–	﹤0.01%	438
2025 Q3	$1.58K	Hold	7	–	–	﹤0.01%	440
2025 Q2	$1.57K	Sell	7 -19	-73%	-$3.44K	﹤0.01%	428
2025 Q1	$3.8K	Hold	26	–	–	﹤0.01%	358
2024 Q4	$4.01K	Hold	26	–	–	﹤0.01%	385
2024 Q3	$2.99K	Sell	26 -40	-61%	-$4.92K	﹤0.01%	353
2024 Q2	$8.92K	Buy	66 +18	+38%	+$2.66K	﹤0.01%	268
2024 Q1	$7.76K	Buy	48 +7	+17%	+$1.36K	﹤0.01%	277
2023 Q4	$8.16K	Buy	+41	New	+$6.93K	﹤0.01%	268
2022 Q2	–	Sell	-172	Closed	-$39K	–	473
2022 Q1	$39K	Buy	172 +113	+192%	+$29.2K	0.01%	149
2021 Q4	$20K	Buy	+59	New	+$20.6K	0.01%	204
2021 Q3	–	Sell	-40	Closed	-$10K	–	509
2021 Q2	$10K	Sell	40 -16	-29%	-$3.72K	﹤0.01%	269
2021 Q1	$13K	Buy	56 +18	+47%	+$4.8K	0.01%	230
2020 Q4	$11K	Buy	+38	New	+$10.8K	﹤0.01%	224

Other funds holding SNOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winch Advisory Services's SNOW Position: Q2 2026 in Review

Winch Advisory Services held its Snowflake (SNOW) position steady in Q2 2026 at 7 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Winch Advisory Services first reported a position in SNOW in Q4 2020 and has held it in 16 quarters since. The position peaked at $39K in Q1 2022. 1,452 funds tracked by Wall St. Rank hold SNOW as of Q2 2026.

Winch Advisory Services held 7 shares of Snowflake worth $1.78K as of Q2 2026.
Winch Advisory Services left its Snowflake share count unchanged in Q2 2026.
Snowflake made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #481 holding.
Winch Advisory Services first reported a position in Snowflake in Q4 2020 and has held it in 16 quarters since.
Winch Advisory Services's Snowflake position peaked at $39K in Q1 2022.
1,452 funds tracked by Wall St. Rank held Snowflake as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.