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IEQ Capital’s Smith & Nephew SNN Stock Holding History

IEQ Capital’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 		$424K Buy
13,328
+851
+7% +$28.9K ﹤0.01% 1375
2025
Q4 		$409K Buy
12,477
+236
+2% +$8.08K ﹤0.01% 1420
2025
Q3 		$444K Buy
+12,241
New +$422K ﹤0.01% 1355

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 $5.11B AUM 34.73% 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

IEQ Capital's SNN Position: Q1 2026 in Review

IEQ Capital increased its Smith & Nephew (SNN) stake by 6.8% in Q1 2026, buying an estimated $28.9K and bringing the position to 13,328 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

IEQ Capital first reported a position in SNN in Q3 2025 and has held it in 3 quarters since. The position peaked at $444K in Q3 2025. 277 funds tracked by Wall St. Rank hold SNN as of Q1 2026.

  • IEQ Capital held 13,328 shares of Smith & Nephew worth $424K as of Q1 2026.
  • IEQ Capital bought 851 Smith & Nephew shares in Q1 2026, an estimated $28.9K.
  • Smith & Nephew made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1375 holding.
  • IEQ Capital first reported a position in Smith & Nephew in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Smith & Nephew position peaked at $444K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.