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Capital A Wealth Management’s Smith & Nephew SNN Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-148
Closed -$4.2K – 770
2025
Q1 		$4.2K Hold
148
– – ﹤0.01% 397
2024
Q4 		$3.64K Buy
+148
New +$3.92K 0.01% 417

Other funds holding SNN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital A Wealth Management's SNN Position: Q2 2025 in Review

Capital A Wealth Management sold out of Smith & Nephew (SNN) in Q2 2025, closing a stake of 148 shares — an estimated $4.2K sold.

Capital A Wealth Management first reported a position in SNN in Q4 2024 and held it in 2 quarters. The position peaked at $4.2K in Q1 2025. 233 funds tracked by Wall St. Rank hold SNN as of Q2 2025.

  • Capital A Wealth Management reported no remaining Smith & Nephew position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 148 Smith & Nephew shares in Q2 2025, an estimated $4.2K.
  • Capital A Wealth Management first reported a position in Smith & Nephew in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Smith & Nephew position peaked at $4.2K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.