DWM
SNN icon

Dynasty Wealth Management’s Smith & Nephew SNN Stock Holding History

Dynasty Wealth 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
2026
Q2 		– Sell
-6,335
Closed -$201K – 394
2026
Q1 		$201K Sell
6,335
-5
-0.1% -$170 ﹤0.01% 327
2025
Q4 		$208K Buy
6,340
+262
+4% +$8.97K ﹤0.01% 329
2025
Q3 		$221K Buy
+6,078
New +$210K ﹤0.01% 299

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

Dynasty Wealth Management's SNN Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Smith & Nephew (SNN) in Q2 2026, closing a stake of 6,335 shares — an estimated $201K sold.

Dynasty Wealth Management first reported a position in SNN in Q3 2025 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 295 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Smith & Nephew position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 6,335 Smith & Nephew shares in Q2 2026, an estimated $201K.
  • Dynasty Wealth Management first reported a position in Smith & Nephew in Q3 2025 and held it in 3 quarters.
  • Dynasty Wealth Management's Smith & Nephew position peaked at $221K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.