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Coldstream Capital Management’s Smith & Nephew SNN Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-536
Closed -$15.2K – 3027
2025
Q1 		$15.2K Buy
+536
New +$14.3K ﹤0.01% 2218
2021
Q4 		– Sell
-11,435
Closed -$447K – 855
2021
Q3 		$447K Buy
+11,435
New +$450K 0.02% 262
2021
Q2 		– Sell
-8,230
Closed -$312K – 543
2021
Q1 		$312K Sell
8,230
-40
-0.5% -$1.65K 0.02% 315
2020
Q4 		$349K Sell
8,270
-3,165
-28% -$125K 0.02% 257
2020
Q3 		$447K Sell
11,435
-1,455
-11% -$58.6K 0.04% 199
2020
Q2 		$491K Buy
12,890
+1,035
+9% +$41K 0.04% 189
2020
Q1 		$425K Buy
11,855
+3,340
+39% +$148K 0.05% 186
2019
Q4 		$409K Hold
8,515
– – 0.03% 221
2019
Q3 		$410K Buy
+8,515
New +$391K 0.03% 213

Other funds holding SNN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $1.15T AUM 47.82% 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 $1.89T AUM 35.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 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 $33B AUM 40.62% 1-Year Est. Return

Coldstream Capital Management's SNN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Smith & Nephew (SNN) in Q2 2025, closing a stake of 536 shares — an estimated $15.2K sold.

Coldstream Capital Management first reported a position in SNN in Q3 2019 and held it in 9 quarters. The position peaked at $491K in Q2 2020. 233 funds tracked by Wall St. Rank hold SNN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Smith & Nephew position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 536 Smith & Nephew shares in Q2 2025, an estimated $15.2K.
  • Coldstream Capital Management first reported a position in Smith & Nephew in Q3 2019 and held it in 9 quarters.
  • Coldstream Capital Management's Smith & Nephew position peaked at $491K in Q2 2020.
  • 233 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.