EWA
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EverSource Wealth Advisors’s Smith & Nephew SNN Stock Holding History

EverSource Wealth Advisors’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 		$127K Sell
4,420
-2,007
-31% -$62.3K ﹤0.01% 1253
2026
Q1 		$204K Buy
6,427
+1,602
+33% +$54.5K 0.01% 1042
2025
Q4 		$158K Sell
4,825
-248
-5% -$8.49K 0.01% 1071
2025
Q3 		$184K Sell
5,073
-188
-4% -$6.49K 0.01% 948
2025
Q2 		$161K Buy
5,261
+3,613
+219% +$102K 0.01% 962
2025
Q1 		$46.8K Buy
1,648
+334
+25% +$8.93K ﹤0.01% 1271
2024
Q4 		$32.3K Sell
1,314
-1,348
-51% -$35.7K ﹤0.01% 1382
2024
Q3 		$82.9K Buy
2,662
+208
+8% +$6.17K 0.01% 865
2024
Q2 		$70.6K Buy
2,454
+1,179
+92% +$29.4K ﹤0.01% 939
2024
Q1 		$30.8K Buy
1,275
+48
+4% +$1.32K ﹤0.01% 1178
2023
Q4 		$33.5K Buy
1,227
+526
+75% +$13K ﹤0.01% 1052
2023
Q3 		$17.4K Buy
701
+51
+8% +$1.43K ﹤0.01% 1177
2023
Q2 		$21K Hold
650
– – ﹤0.01% 1138
2023
Q1 		$18.1K Sell
650
-196
-23% -$5.57K ﹤0.01% 1114
2022
Q4 		$22.7K Buy
846
+187
+28% +$4.69K ﹤0.01% 1023
2022
Q3 		$15K Buy
659
+149
+29% +$3.82K ﹤0.01% 1002
2022
Q2 		$14K Buy
510
+343
+205% +$10.7K ﹤0.01% 943
2022
Q1 		$6K Sell
167
-292
-64% -$9.8K ﹤0.01% 1200
2021
Q4 		$16K Buy
+459
New +$15.8K ﹤0.01% 782

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

EverSource Wealth Advisors's SNN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Smith & Nephew (SNN) stake by 31% in Q2 2026, selling an estimated $62.3K and leaving 4,420 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

EverSource Wealth Advisors first reported a position in SNN in Q4 2021 and has held it in 19 quarters since. The position peaked at $204K in Q1 2026. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • EverSource Wealth Advisors held 4,420 shares of Smith & Nephew worth $127K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,007 Smith & Nephew shares in Q2 2026, an estimated $62.3K.
  • Smith & Nephew made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1253 holding.
  • EverSource Wealth Advisors first reported a position in Smith & Nephew in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Smith & Nephew position peaked at $204K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.