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Livermore
Livermore
ZHEN

Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

SNA holding history

Snap-on Inc in every 13F filed by Centric Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNA overviewAll 13F holders of SNAFull Q2 2026 holdings

Shares (Q2 2026)
9,023
Value
$3.36M
% of portfolio
0.5%
Quarters held
16
Since Q3 2022
Holdings of SNA by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,023$3.36M0.5%00.0%UnchangedHolders
Q1 20269,023$3.36M0.7%+150+1.7%AddedHolders
Q4 20258,873$3.30M0.7%−85−0.9%ReducedHolders
Q3 20258,958$3.01M0.7%+158+1.8%AddedHolders
Q2 20258,800$2.83M0.7%+129+1.5%AddedHolders
Q1 20258,671$2.92M0.8%+231+2.7%AddedHolders
Q4 20248,440$2.87M0.8%+36+0.4%AddedHolders
Q3 20248,404$2.98M0.8%+221+2.7%AddedHolders
Q2 20248,183$2.30M0.7%+519+6.8%AddedHolders
Q1 20247,664$2.05M0.7%+634+9.0%AddedHolders
Q4 20237,030$2.05M0.7%+484+7.4%AddedHolders
Q3 20236,546$1.67M0.7%+199+3.1%AddedHolders
Q2 20236,347$1.81M0.7%+242+4.0%AddedHolders
Q1 20236,105$1.51M0.7%+197+3.3%AddedHolders
Q4 20225,908$1.35M0.7%+96+1.7%AddedHolders
Q3 20225,812$1.17M0.5%+5,812NewHolders