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Cassaday & Co Wealth Management’s Smith & Nephew SNN Stock Holding History

Cassaday & Co 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
2026
Q2 		$87 Sell
3
-2
-40% -$62 ﹤0.01% 1279
2026
Q1 		$159 Buy
+5
New +$170 ﹤0.01% 1293

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

Cassaday & Co Wealth Management's SNN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Smith & Nephew (SNN) stake by 40% in Q2 2026, selling an estimated $62 and leaving 3 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Cassaday & Co Wealth Management first reported a position in SNN in Q1 2026 and has held it in 2 quarters since. The position peaked at $159 in Q1 2026. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Smith & Nephew worth $87 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 2 Smith & Nephew shares in Q2 2026, an estimated $62.
  • Smith & Nephew made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1279 holding.
  • Cassaday & Co Wealth Management first reported a position in Smith & Nephew in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Smith & Nephew position peaked at $159 in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.