HIG
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Heritage Investment Group’s Smith & Nephew SNN Stock Holding History

Heritage Investment Group’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 		$379K Hold
13,146
– – 0.05% 96
2026
Q1 		$418K Hold
13,146
– – 0.06% 81
2025
Q4 		$431K Buy
13,146
+199
+2% +$6.81K 0.07% 83
2025
Q3 		$470K Hold
12,947
– – 0.08% 78
2025
Q2 		$397K Hold
12,947
– – 0.07% 80
2025
Q1 		$367K Sell
12,947
-6,295
-33% -$168K 0.07% 77
2024
Q4 		$473K Buy
+19,242
New +$510K 0.09% 65

Other funds holding SNN

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
LSWM
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $487M AUM 27.82% 1-Year Est. Return
SSA
South Street Advisors New York $769M AUM 50.16% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Heritage Investment Group's SNN Position: Q2 2026 in Review

Heritage Investment Group held its Smith & Nephew (SNN) position steady in Q2 2026 at 13,146 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #96.

Heritage Investment Group first reported a position in SNN in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2024. 123 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Heritage Investment Group held 13,146 shares of Smith & Nephew worth $379K as of Q2 2026.
  • Heritage Investment Group left its Smith & Nephew share count unchanged in Q2 2026.
  • Smith & Nephew made up 0.05% of Heritage Investment Group's portfolio in Q2 2026, its #96 holding.
  • Heritage Investment Group first reported a position in Smith & Nephew in Q4 2024 and has held it in 7 quarters since.
  • Heritage Investment Group's Smith & Nephew position peaked at $473K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.