Ballentine Partners’s Smith & Nephew SNN Stock Holding History

Ballentine Partners’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+7,144	New	+$222K	﹤0.01%	997
2025 Q4	–	Sell	-7,173	Closed	-$260K	–	1079
2025 Q3	$260K	Sell	7,173 -1,400	-16%	-$48.3K	﹤0.01%	788
2025 Q2	$263K	Buy	+8,573	New	+$242K	﹤0.01%	746

Other funds holding SNN

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ballentine Partners's SNN Position: Q2 2026 in Review

Ballentine Partners opened a new position in Smith & Nephew (SNN) in Q2 2026: 7,144 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in SNN as recently as Q3 2025.

Ballentine Partners first reported a position in SNN in Q2 2025 and has held it in 3 quarters since. The position peaked at $263K in Q2 2025. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

Ballentine Partners held 7,144 shares of Smith & Nephew worth $206K as of Q2 2026.
Smith & Nephew was a new Ballentine Partners position in Q2 2026.
Smith & Nephew made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #997 holding.
Ballentine Partners first reported a position in Smith & Nephew in Q2 2025 and has held it in 3 quarters since.
Ballentine Partners's Smith & Nephew position peaked at $263K in Q2 2025.
294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.