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Carolinas Wealth Consulting’s Smith & Nephew SNN Stock Holding History

Carolinas Wealth Consulting’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
-46
Closed -$1.29K – 797
2025
Q1 		$1.29K Buy
46
+5
+12% +$134 ﹤0.01% 881
2024
Q4 		$1K Buy
+41
New +$1.09K ﹤0.01% 950

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

Carolinas Wealth Consulting's SNN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Smith & Nephew (SNN) in Q2 2025, closing a stake of 46 shares — an estimated $1.29K sold.

Carolinas Wealth Consulting first reported a position in SNN in Q4 2024 and held it in 2 quarters. The position peaked at $1.29K in Q1 2025. 233 funds tracked by Wall St. Rank hold SNN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Smith & Nephew position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 46 Smith & Nephew shares in Q2 2025, an estimated $1.29K.
  • Carolinas Wealth Consulting first reported a position in Smith & Nephew in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Smith & Nephew position peaked at $1.29K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.