Corient Private Wealth LLC

Position in SNA — Snap-on Inc

CIK 1948780 MIAMI, FL

Position in SNA

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$25,528,658

+$4,305,714 QoQ

Shares Held

63,441

+8.6% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 5% Shared 1% None 94%

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $70,664,213 across 7 Tools & Accessories names. SNA ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNA	Snap-on Inc This page	63,441	$25,528,658
2	TTC	Toro Co	187,982	$18,313,206
3	TKR	Timken Co	51,894	$7,541,235
4	RBC	RBC Bearings INC	11,106	$7,152,930
5	SWK	Stanley Black & Decker, Inc.	62,113	$5,846,074
6	LECO	Lincoln Electric Holdings Inc	19,763	$5,247,274
7	HLMN	Hillman Solutions Corp.	122,611	$1,034,836

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,528,658	63,441	+8.6%	Shares	Other	2026-08-27
2026-03-31	$21,222,944	58,430	+131.1%	Shares	Other	2026-05-15
2025-12-31	$8,710,798	25,278	+10.2%	Shares	Sole	2026-03-09
2025-09-30	$7,946,277	22,931	+4.1%	Shares	Defined	2025-11-14
2025-06-30	$6,856,227	22,033	-7.8%	Shares	Other	2025-09-26
2025-03-31	$8,054,875	23,901	+4.0%	Shares	Defined	2025-05-14
2024-12-31	$7,803,626	22,987	+3.5%	Shares	Other	2025-02-10
2024-09-30	$6,432,720	22,204	-5.9%	Shares	Other	2024-11-12
2024-06-30	$6,169,065	23,601	+5.3%	Shares	Other	2024-08-13
2024-03-31	$6,637,400	22,407	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$6,463,949	22,379	+54.7%	Shares	Other	2024-02-09
2023-09-30	$3,689,186	14,464	-0.8%	Shares	Other	2023-11-03
2023-06-30	$4,202,673	14,583	+21.7%	Shares	Other	2023-08-10
2023-03-31	$2,958,976	11,985	+41.1%	Shares	Other	2023-05-15
2022-12-31	$1,940,108	8,491	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.