Wingate Wealth Advisors’s Snap-on SNA Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-254	Closed	-$86.2K	–	377
2024 Q4	$86.2K	Buy	+254	New	+$85.7K	0.08%	151

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wingate Wealth Advisors's SNA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Snap-on (SNA) in Q1 2025, closing a stake of 254 shares — an estimated $86.2K sold.

Wingate Wealth Advisors first reported a position in SNA in Q4 2024 and held it in 1 quarter. The position peaked at $86.2K in Q4 2024. 968 funds tracked by Wall St. Rank hold SNA as of Q1 2025.

Wingate Wealth Advisors reported no remaining Snap-on position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 254 Snap-on shares in Q1 2025, an estimated $86.2K.
Wingate Wealth Advisors first reported a position in Snap-on in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Snap-on position peaked at $86.2K in Q4 2024.
968 funds tracked by Wall St. Rank held Snap-on as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.