CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Smith & Nephew SNN Stock Holding History

CAPTRUST Financial Advisors’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
Q4 		– Sell
-5,650
Closed -$205K – 2811
2025
Q3 		$205K Buy
+5,650
New +$195K ﹤0.01% 2412
2022
Q3 		– Sell
-3,420
Closed -$95K – 3762
2022
Q2 		$95K Buy
3,420
+39
+1% +$1.21K ﹤0.01% 2237
2022
Q1 		$109K Buy
3,381
+129
+4% +$4.33K ﹤0.01% 2203
2021
Q4 		$113K Buy
3,252
+483
+17% +$16.6K ﹤0.01% 2075
2021
Q3 		$96K Sell
2,769
-5,339
-66% -$210K ﹤0.01% 2114
2021
Q2 		$352K Sell
8,108
-29,183
-78% -$1.23M ﹤0.01% 1165
2021
Q1 		$1.41M Buy
37,291
+6,277
+20% +$259K 0.02% 563
2020
Q4 		$1.31M Buy
31,014
+5,072
+20% +$201K 0.02% 519
2020
Q3 		$1.03M Buy
25,942
+5,401
+26% +$217K 0.02% 505
2020
Q2 		$815K Sell
20,541
-565
-3% -$22.4K 0.01% 561
2020
Q1 		$713K Buy
21,106
+2,570
+14% +$114K 0.02% 498
2019
Q4 		$895K Buy
+18,536
New +$837K 0.01% 527

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

CAPTRUST Financial Advisors's SNN Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of Smith & Nephew (SNN) in Q4 2025, closing a stake of 5,650 shares — an estimated $205K sold.

CAPTRUST Financial Advisors first reported a position in SNN in Q4 2019 and held it in 12 quarters. The position peaked at $1.41M in Q1 2021. 263 funds tracked by Wall St. Rank hold SNN as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining Smith & Nephew position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,650 Smith & Nephew shares in Q4 2025, an estimated $205K.
  • CAPTRUST Financial Advisors first reported a position in Smith & Nephew in Q4 2019 and held it in 12 quarters.
  • CAPTRUST Financial Advisors's Smith & Nephew position peaked at $1.41M in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.