UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in SNA — Snap-on Inc

CIK 1463217 IRVING, TX

Position in SNA

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$855,502

+$54,239 QoQ

Shares Held

2,126

-3.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#527

of 1,057 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $2,507,652 across 5 Tools & Accessories names. SNA ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc This page	2,126	$855,502
2	TKR	Timken Co	4,825	$701,169
3	SWK	Stanley Black & Decker, Inc.	5,266	$495,635
4	LECO	Lincoln Electric Holdings Inc	943	$250,375
5	TTC	Toro Co	2,104	$204,971

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$855,502	2,126	-3.6%	Shares	Defined	2026-08-17
2026-03-31	$801,263	2,206	+22.1%	Shares	Defined	2026-05-15
2025-12-31	$622,692	1,807	-16.7%	Shares	Defined	2026-02-17
2025-09-30	$751,970	2,170	+221.5%	Shares	Defined	2025-11-14
2025-06-30	$210,046	675	-0.7%	Shares	Defined	2025-08-11
2025-03-31	$229,166	680	-3.0%	Shares	Defined	2025-05-13
2024-12-31	$237,975	701	-2.9%	Shares	Defined	2025-02-13
2024-09-30	$209,170	722	-72.9%	Shares	Defined	2024-11-12
2024-03-31	$788,241	2,661	-13.3%	Shares	Defined	2024-05-15
2023-12-31	$886,161	3,068	-46.3%	Shares	Defined	2024-02-14
2023-09-30	$1,456,647	5,711	-15.6%	Shares	Defined	2023-11-14
2023-06-30	$1,949,893	6,766	-0.8%	Shares	Defined	2023-08-14
2023-03-31	$1,683,296	6,818	+9.4%	Shares	Defined	2023-08-15
2022-12-31	$1,424,178	6,233	+3.1%	Shares	Defined	2023-02-15
2022-09-30	$1,217,563	6,047	-10.6%	Shares	Defined	2022-11-14
2022-06-30	$1,332,316	6,762	+13.3%	Shares	Defined	2022-08-11
2022-03-31	$1,226,099	5,967	-12.0%	Shares	Defined	2022-05-16
2021-12-31	$1,459,845	6,778	+66.9%	Shares	Defined	2022-02-14
2021-09-30	$848,754	4,062	+22.2%	Shares	Defined	2021-11-15
2021-06-30	$742,457	3,323	+19.1%	Shares	Defined	2021-08-13
2021-03-31	$643,764	2,790	-11.7%	Shares	Defined	2021-05-14
2020-12-31	$540,460	3,158	+58.4%	Shares	Defined	2021-02-17
2020-09-30	$293,377	1,994	-28.2%	Shares	Defined	2020-11-13
2020-03-31	$302,410	2,779	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.