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GeoWealth Management’s Smith & Nephew SNN Stock Holding History

GeoWealth 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 		$861K Buy
29,875
+15,658
+110% +$486K 0.03% 357
2026
Q1 		$452K Buy
14,217
+3,791
+36% +$129K 0.02% 489
2025
Q4 		$342K Buy
10,426
+2,389
+30% +$81.8K 0.01% 530
2025
Q3 		$292K Sell
8,037
-4,101
-34% -$142K 0.01% 601
2025
Q2 		$372K Buy
12,138
+3,402
+39% +$96K 0.01% 480
2025
Q1 		$248K Buy
+8,736
New +$233K 0.01% 599

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

GeoWealth Management's SNN Position: Q2 2026 in Review

GeoWealth Management increased its Smith & Nephew (SNN) stake by 110% in Q2 2026, buying an estimated $486K and bringing the position to 29,875 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #357.

GeoWealth Management first reported a position in SNN in Q1 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • GeoWealth Management held 29,875 shares of Smith & Nephew worth $861K as of Q2 2026.
  • GeoWealth Management bought 15,658 Smith & Nephew shares in Q2 2026, an estimated $486K.
  • Smith & Nephew made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #357 holding.
  • GeoWealth Management first reported a position in Smith & Nephew in Q1 2025 and has held it in 6 quarters since.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.