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JFS Wealth Advisors’s Smith & Nephew SNN Stock Holding History

JFS 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 		$1.09K Hold
38
– – ﹤0.01% 1780
2026
Q1 		$1.21K Sell
38
-9
-19% -$306 ﹤0.01% 1635
2025
Q4 		$1.54K Buy
47
+8
+21% +$274 ﹤0.01% 1617
2025
Q3 		$1.42K Buy
+39
New +$1.35K ﹤0.01% 1524
2025
Q2 		– Sell
-74
Closed -$2.1K – 1958
2025
Q1 		$2.1K Sell
74
-10
-12% -$267 ﹤0.01% 1451
2024
Q4 		$2.06K Buy
84
+1
+1% +$27 ﹤0.01% 1466
2024
Q3 		$2.58K Hold
83
– – ﹤0.01% 1382
2024
Q2 		$2.06K Sell
83
-10
-11% -$249 ﹤0.01% 1420
2024
Q1 		$2.36K Buy
93
+20
+27% +$549 ﹤0.01% 1384
2023
Q4 		$1.99K Buy
73
+13
+22% +$322 ﹤0.01% 1440
2023
Q3 		$1.49K Sell
60
-43
-42% -$1.21K ﹤0.01% 1474
2023
Q2 		$3.32K Buy
103
+29
+39% +$897 ﹤0.01% 1194
2023
Q1 		$2.07K Buy
74
+37
+100% +$1.05K ﹤0.01% 1351
2022
Q4 		$995 Sell
37
-7
-16% -$176 ﹤0.01% 1605
2022
Q3 		$1K Buy
+44
New +$1.13K ﹤0.01% 1647
2022
Q2 		– Sell
-117
Closed -$4K – 1925
2022
Q1 		$4K Buy
117
+80
+216% +$2.69K ﹤0.01% 1177
2021
Q4 		$1K Buy
+37
New +$1.27K ﹤0.01% 1555
2018
Q2 		– Sell
-123
Closed -$5K – 536
2018
Q1 		$5K Hold
123
– – ﹤0.01% 424
2017
Q4 		$4K Buy
+123
New +$4.47K ﹤0.01% 446

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

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

JFS Wealth Advisors held its Smith & Nephew (SNN) position steady in Q2 2026 at 38 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

JFS Wealth Advisors first reported a position in SNN in Q4 2017 and has held it in 19 quarters since. The position peaked at $5K in Q1 2018. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • JFS Wealth Advisors held 38 shares of Smith & Nephew worth $1.09K as of Q2 2026.
  • JFS Wealth Advisors left its Smith & Nephew share count unchanged in Q2 2026.
  • Smith & Nephew made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1780 holding.
  • JFS Wealth Advisors first reported a position in Smith & Nephew in Q4 2017 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Smith & Nephew position peaked at $5K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.