Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Smith & Nephew SNN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$48K Buy
1,509
+20
+1% +$680 ﹤0.01% 3849
2025
Q4 		$49K Sell
1,489
-140
-9% -$4.79K ﹤0.01% 3627
2025
Q3 		$59K Hold
1,629
– – ﹤0.01% 3398
2025
Q2 		$50K Buy
1,629
+295
+22% +$8.32K ﹤0.01% 3286
2025
Q1 		$38K Sell
1,334
-125
-9% -$3.34K ﹤0.01% 3209
2024
Q4 		$36K Buy
1,459
+67
+5% +$1.78K ﹤0.01% 3035
2024
Q3 		$43K Buy
1,392
+203
+17% +$6.02K ﹤0.01% 2807
2024
Q2 		$29K Buy
1,189
+335
+39% +$8.36K ﹤0.01% 2874
2024
Q1 		$22K Sell
854
-100
-10% -$2.74K ﹤0.01% 2842
2023
Q4 		$26K Buy
954
+388
+69% +$9.62K ﹤0.01% 2606
2023
Q3 		$14K Sell
566
-56
-9% -$1.57K ﹤0.01% 2945
2023
Q2 		$20K Buy
622
+57
+10% +$1.76K ﹤0.01% 2647
2023
Q1 		$16K Buy
565
+219
+63% +$6.22K ﹤0.01% 2668
2022
Q4 		$9K Sell
346
-479
-58% -$12K ﹤0.01% 2882
2022
Q3 		$19K Buy
825
+736
+827% +$18.9K ﹤0.01% 2265
2022
Q2 		$2K Sell
89
-24
-21% -$746 ﹤0.01% 3405
2022
Q1 		$4K Sell
113
-92
-45% -$3.09K ﹤0.01% 2960
2021
Q4 		$7K Buy
+205
New +$7.04K ﹤0.01% 2570
2021
Q2 		$2K Hold
55
– – ﹤0.01% 2699
2021
Q1 		$2K Hold
55
– – ﹤0.01% 2699
2020
Q4 		$2K Hold
55
– – ﹤0.01% 2698
2020
Q3 		$2K Hold
55
– – ﹤0.01% 2697
2020
Q2 		$2K Hold
55
– – ﹤0.01% 2696
2020
Q1 		$2K Hold
55
– – ﹤0.01% 2696
2019
Q4 		$2K Hold
55
– – ﹤0.01% 2695
2019
Q3 		$2K Hold
55
– – ﹤0.01% 2695
2019
Q2 		$2K Hold
55
– – ﹤0.01% 2694
2019
Q1 		$2K Sell
55
-9
-14% -$346 ﹤0.01% 2691
2018
Q4 		$2K Buy
64
+30
+88% +$1.08K ﹤0.01% 1794
2018
Q3 		$1K Sell
34
-56
-62% -$2.02K ﹤0.01% 1745
2018
Q2 		$3K Buy
+90
New +$3.34K ﹤0.01% 1311
2018
Q1 		– Sell
-56
Closed -$2K – 1530
2017
Q4 		$2K Buy
+56
New +$2.04K ﹤0.01% 1294

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.39% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SNN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Smith & Nephew (SNN) stake by 1.3% in Q1 2026, buying an estimated $680 and bringing the position to 1,509 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #3849.

Carson Wealth (CWM LLC) first reported a position in SNN in Q4 2017 and has held it in 32 quarters since. The position peaked at $59K in Q3 2025. 278 funds tracked by Wall St. Rank hold SNN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,509 shares of Smith & Nephew worth $48K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20 Smith & Nephew shares in Q1 2026, an estimated $680.
  • Smith & Nephew made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3849 holding.
  • Carson Wealth (CWM LLC) first reported a position in Smith & Nephew in Q4 2017 and has held it in 32 quarters since.
  • Carson Wealth (CWM LLC)'s Smith & Nephew position peaked at $59K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.