Position in SNA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,070,348
+$408,617 QoQ
Shares Held
5,145
+12.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#388
of 1,057 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNA Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $4,125,780 across 5 Tools & Accessories names. SNA ranks #1 (50.2% of the industry book) .
All Filings in SNA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,348 | 5,145 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,661,731 | 4,575 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,548,632 | 4,494 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,354,932 | 3,910 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,186,840 | 3,814 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,277,604 | 3,791 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,281,537 | 3,775 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,089,019 | 3,759 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $972,632 | 3,721 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,097,198 | 3,704 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,213,128 | 4,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,071,252 | 4,200 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||