BFG
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Bleakley Financial Group’s Smith & Nephew SNN Stock Holding History

Bleakley Financial Group’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 		$1.03M Buy
35,579
+9,879
+38% +$307K 0.01% 645
2026
Q1 		$817K Buy
25,700
+7,466
+41% +$254K 0.01% 560
2025
Q4 		$598K Sell
18,234
-10,135
-36% -$347K 0.01% 559
2025
Q3 		$1.03M Buy
28,369
+6,030
+27% +$208K 0.02% 411
2025
Q2 		$684K Buy
22,339
+3,686
+20% +$104K 0.02% 453
2025
Q1 		$529K Buy
18,653
+949
+5% +$25.4K 0.02% 425
2024
Q4 		$435K Buy
17,704
+596
+3% +$15.8K 0.01% 660
2024
Q3 		$533K Buy
17,108
+260
+2% +$7.71K 0.02% 587
2024
Q2 		$417K Buy
16,848
+1,936
+13% +$48.3K 0.01% 662
2024
Q1 		$378K Buy
14,912
+3,047
+26% +$83.6K 0.01% 695
2023
Q4 		$324K Buy
11,865
+2,451
+26% +$60.7K 0.01% 712
2023
Q3 		$233K Sell
9,414
-14
-0.1% -$393 0.01% 753
2023
Q2 		$304K Buy
9,428
+1,075
+13% +$33.3K 0.01% 716
2023
Q1 		$233K Buy
8,353
+636
+8% +$18.1K 0.01% 777
2022
Q4 		$208K Buy
+7,717
New +$194K 0.01% 789

Other funds holding SNN

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LP
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bleakley Financial Group's SNN Position: Q2 2026 in Review

Bleakley Financial Group increased its Smith & Nephew (SNN) stake by 38% in Q2 2026, buying an estimated $307K and bringing the position to 35,579 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #645.

Bleakley Financial Group first reported a position in SNN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2025. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Bleakley Financial Group held 35,579 shares of Smith & Nephew worth $1.03M as of Q2 2026.
  • Bleakley Financial Group bought 9,879 Smith & Nephew shares in Q2 2026, an estimated $307K.
  • Smith & Nephew made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #645 holding.
  • Bleakley Financial Group first reported a position in Smith & Nephew in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Smith & Nephew position peaked at $1.03M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.