WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SNOW — Snowflake Inc.
CIK 1632972
PLYMOUTH, MN
Position in SNOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,753,179
+$14,508,882 QoQ
Shares Held
97,262
+43.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#7
of 169 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2.440829923299953.ToString("F0")%
Shared 0.ToString("F0")%
None 97.55917007670006.ToString("F0")%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Derivatives in SNOW
reported options exposure · as of Sep 30, 2024CallValue
$918,880
CallShares
8,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. SNOW ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
This page
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in SNOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,753,179 | 97,262 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,244,297 | 67,924 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $21,365,005 | 97,397 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $22,079,991 | 97,894 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,617,103 | 65,322 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,803,309 | 46,547 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,731,853 | 37,121 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,151,241 | 10,023 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $918,880 | 8,000 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $1,890,854 | 13,997 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $135,090 | 1,000 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $161,600 | 1,000 | Call | Sole | 2024-04-15 | |
| 2024-03-31 | $2,237,675 | 13,847 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,794,557 | 14,043 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $656,700 | 3,300 | Call | Sole | 2024-01-30 | |
| 2023-09-30 | $504,141 | 3,300 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $1,407,164 | 9,211 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||