EWM
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Empirical Wealth Management’s Smith & Nephew SNN Stock Holding History

Empirical 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
Q1 		– Sell
-6,603
Closed -$217K – 1036
2025
Q4 		$217K Sell
6,603
-7,998
-55% -$274K ﹤0.01% 829
2025
Q3 		$530K Buy
+14,601
New +$504K 0.01% 459

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 $5.63B AUM 45.28% 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

Empirical Wealth Management's SNN Position: Q1 2026 in Review

Empirical Wealth Management sold out of Smith & Nephew (SNN) in Q1 2026, closing a stake of 6,603 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in SNN in Q3 2025 and held it in 2 quarters. The position peaked at $530K in Q3 2025. 278 funds tracked by Wall St. Rank hold SNN as of Q1 2026.

  • Empirical Wealth Management reported no remaining Smith & Nephew position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 6,603 Smith & Nephew shares in Q1 2026, an estimated $217K.
  • Empirical Wealth Management first reported a position in Smith & Nephew in Q3 2025 and held it in 2 quarters.
  • Empirical Wealth Management's Smith & Nephew position peaked at $530K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.