Clearstead Advisors’s Smith & Nephew SNN Stock Holding History

Clearstead 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 Q2	–	Sell	-25	Closed	-$710	–	2868
2025 Q1	$710	Buy	+25	New	+$668	﹤0.01%	2030

Other funds holding SNN

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 New York $871B AUM 31.28% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clearstead Advisors's SNN Position: Q2 2025 in Review

Clearstead Advisors sold out of Smith & Nephew (SNN) in Q2 2025, closing a stake of 25 shares — an estimated $710 sold.

Clearstead Advisors first reported a position in SNN in Q1 2025 and held it in 1 quarter. The position peaked at $710 in Q1 2025. 232 funds tracked by Wall St. Rank hold SNN as of Q2 2025.

Clearstead Advisors reported no remaining Smith & Nephew position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 25 Smith & Nephew shares in Q2 2025, an estimated $710.
Clearstead Advisors first reported a position in Smith & Nephew in Q1 2025 and held it in 1 quarter.
Clearstead Advisors's Smith & Nephew position peaked at $710 in Q1 2025.
232 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.