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Concurrent Investment Advisors’s Smith & Nephew SNN Stock Holding History

Concurrent Investment 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
2026
Q2 		$313K Buy
+10,873
New +$338K ﹤0.01% 1666
2026
Q1 		– Sell
-7,088
Closed -$233K – 2041
2025
Q4 		$233K Buy
+7,088
New +$243K ﹤0.01% 1556

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

Concurrent Investment Advisors's SNN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Smith & Nephew (SNN) in Q2 2026: 10,873 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #1666 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SNN as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SNN in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Concurrent Investment Advisors held 10,873 shares of Smith & Nephew worth $313K as of Q2 2026.
  • Smith & Nephew was a new Concurrent Investment Advisors position in Q2 2026.
  • Smith & Nephew made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1666 holding.
  • Concurrent Investment Advisors first reported a position in Smith & Nephew in Q4 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.