Corient Private Wealth

Corient Private Wealth’s Smith & Nephew SNN Stock Holding History

Corient Private Wealth’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	$791K	Sell	25,086 -29,632	-54%	-$1.01M	﹤0.01%	1778
2025 Q4	$1.77M	Buy	54,718 +19,900	+57%	+$681K	﹤0.01%	1589
2025 Q3	$1.26M	Buy	34,818 +11,135	+47%	+$384K	﹤0.01%	1304
2025 Q2	$725K	Buy	23,683 +83	+0.4%	+$2.34K	﹤0.01%	1506
2025 Q1	$670K	Sell	23,600 -11,040	-32%	-$295K	﹤0.01%	1461
2024 Q4	$851K	Buy	34,640 +2,197	+7%	+$58.2K	﹤0.01%	1374
2024 Q3	$1.01M	Buy	32,443 +874	+3%	+$25.9K	﹤0.01%	1399
2024 Q2	$782K	Buy	31,569 +5,799	+23%	+$145K	﹤0.01%	1429
2024 Q1	$654K	Buy	25,770 +4,943	+24%	+$136K	﹤0.01%	1497
2023 Q4	$568K	Sell	20,827 -16,481	-44%	-$408K	﹤0.01%	1548
2023 Q3	$924K	Buy	37,308 +5,000	+15%	+$140K	﹤0.01%	1223
2023 Q2	$1.04M	Buy	32,308 +833	+3%	+$25.8K	﹤0.01%	1136
2023 Q1	$878K	Buy	31,475 +20,897	+198%	+$594K	﹤0.01%	1146
2022 Q4	$284K	Buy	+10,578	New	+$266K	﹤0.01%	1356

Other funds holding SNN

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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 $481B AUM 30.42% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return