Creative Planning
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Creative Planning’s Smith & Nephew SNN Stock Holding History

Creative Planning’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 		$3.18M Buy
100,186
+20,155
+25% +$686K ﹤0.01% 1529
2025
Q4 		$2.63M Sell
80,031
-2,484
-3% -$85K ﹤0.01% 1486
2025
Q3 		$2.99M Buy
82,515
+20,276
+33% +$700K ﹤0.01% 1227
2025
Q2 		$1.91M Sell
62,239
-9,885
-14% -$279K ﹤0.01% 1355
2025
Q1 		$2.05M Sell
72,124
-9,276
-11% -$248K ﹤0.01% 1157
2024
Q4 		$2M Buy
81,400
+19,081
+31% +$506K ﹤0.01% 1136
2024
Q3 		$1.94M Buy
62,319
+13,845
+29% +$411K ﹤0.01% 1073
2024
Q2 		$1.2M Buy
48,474
+10,307
+27% +$257K ﹤0.01% 1279
2024
Q1 		$968K Buy
38,167
+6,495
+21% +$178K ﹤0.01% 1359
2023
Q4 		$864K Buy
31,672
+13,769
+77% +$341K ﹤0.01% 1317
2023
Q3 		$443K Buy
17,903
+1,072
+6% +$30.1K ﹤0.01% 1638
2023
Q2 		$543K Buy
16,831
+5,552
+49% +$172K ﹤0.01% 1492
2023
Q1 		$315K Buy
+11,279
New +$321K ﹤0.01% 1786
2022
Q4 		– Sell
-76,757
Closed -$1.78M – 2603
2022
Q3 		$1.78M Buy
76,757
+4,423
+6% +$113K ﹤0.01% 737
2022
Q2 		$2.02M Buy
72,334
+7,397
+11% +$230K ﹤0.01% 716
2022
Q1 		$2.07M Buy
+64,937
New +$2.18M ﹤0.01% 712
2017
Q3 		– Sell
-1,405
Closed -$49K – 3443
2017
Q2 		$49K Sell
1,405
-757
-35% -$25.6K ﹤0.01% 2527
2017
Q1 		$67K Buy
2,162
+558
+35% +$17.1K ﹤0.01% 2256
2016
Q4 		$48K Buy
1,604
+532
+50% +$15.7K ﹤0.01% 2420
2016
Q3 		$35K Buy
+1,072
New +$36K ﹤0.01% 2641
2015
Q4 		– Sell
-54
Closed -$2K – 4561
2015
Q3 		$2K Buy
+54
New +$1.93K ﹤0.01% 3979
2015
Q2 		– Sell
-1,190
Closed -$41K – 2722
2015
Q1 		$41K Hold
1,190
– – ﹤0.01% 2169
2014
Q4 		$44K Sell
1,190
-128
-10% -$4.3K ﹤0.01% 2094
2014
Q3 		$44K Buy
1,318
+1,298
+6,490% +$45.3K ﹤0.01% 2011
2014
Q2 		$1K Buy
+20
New +$655 ﹤0.01% 3661

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 $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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Morgan Stanley
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Creative Planning's SNN Position: Q1 2026 in Review

Creative Planning increased its Smith & Nephew (SNN) stake by 25% in Q1 2026, buying an estimated $686K and bringing the position to 100,186 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Creative Planning first reported a position in SNN in Q2 2014 and has held it in 25 quarters since. 277 funds tracked by Wall St. Rank hold SNN as of Q1 2026.

  • Creative Planning held 100,186 shares of Smith & Nephew worth $3.18M as of Q1 2026.
  • Creative Planning bought 20,155 Smith & Nephew shares in Q1 2026, an estimated $686K.
  • Smith & Nephew made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1529 holding.
  • Creative Planning first reported a position in Smith & Nephew in Q2 2014 and has held it in 25 quarters since.
  • 277 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.