Evergreen Capital Management’s Smith & Nephew SNN Stock Holding History

Evergreen Capital 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	$432K	Sell	14,981 -1,729	-10%	-$53.7K	0.01%	996
2026 Q1	$539K	Buy	16,710 +3,142	+23%	+$107K	0.01%	747
2025 Q4	$445K	Sell	13,568 -4,200	-24%	-$144K	0.01%	808
2025 Q3	$645K	Buy	17,768 +5,832	+49%	+$201K	0.02%	548
2025 Q2	$366K	Buy	11,936 +3,276	+38%	+$92.4K	0.01%	709
2025 Q1	$250K	Sell	8,660 -205	-2%	-$5.48K	0.01%	863
2024 Q4	$218K	Buy	+8,865	New	+$235K	0.01%	935
2020 Q1	–	Sell	-8,229	Closed	-$396K	–	485
2019 Q4	$396K	Sell	8,229 -24	-0.3%	-$1.08K	0.03%	288
2019 Q3	$397K	Buy	8,253 +24	+0.3%	+$1.1K	0.04%	258
2019 Q2	$358K	Hold	8,229	–	–	0.03%	277
2019 Q1	$330K	Buy	8,229 +85	+1%	+$3.27K	0.03%	266
2018 Q4	$304K	Sell	8,144 -228	-3%	-$8.2K	0.03%	268
2018 Q3	$311K	Buy	8,372 +458	+6%	+$16.5K	0.03%	285
2018 Q2	$297K	Buy	7,914 +2	+0%	+$74	0.03%	275
2018 Q1	$302K	Buy	+7,912	New	+$286K	0.03%	265

Other funds holding SNN

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Evergreen Capital Management's SNN Position: Q2 2026 in Review

Evergreen Capital Management reduced its Smith & Nephew (SNN) stake by 10% in Q2 2026, selling an estimated $53.7K and leaving 14,981 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #996.

Evergreen Capital Management first reported a position in SNN in Q1 2018 and has held it in 15 quarters since. The position peaked at $645K in Q3 2025. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

Evergreen Capital Management held 14,981 shares of Smith & Nephew worth $432K as of Q2 2026.
Evergreen Capital Management sold 1,729 Smith & Nephew shares in Q2 2026, an estimated $53.7K.
Smith & Nephew made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #996 holding.
Evergreen Capital Management first reported a position in Smith & Nephew in Q1 2018 and has held it in 15 quarters since.
Evergreen Capital Management's Smith & Nephew position peaked at $645K in Q3 2025.
293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.