Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Smith & Nephew SNN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-7,196
Closed -$261K – 1191
2025
Q3 		$261K Sell
7,196
-3,037
-30% -$105K ﹤0.01% 1248
2025
Q2 		$313K Buy
10,233
+2,372
+30% +$66.9K ﹤0.01% 1131
2025
Q1 		$223K Buy
+7,861
New +$210K ﹤0.01% 1150

Other funds holding SNN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Kovitz Investment Group Partners's SNN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Smith & Nephew (SNN) in Q4 2025, closing a stake of 7,196 shares — an estimated $261K sold.

Kovitz Investment Group Partners first reported a position in SNN in Q1 2025 and held it in 3 quarters. The position peaked at $313K in Q2 2025. 264 funds tracked by Wall St. Rank hold SNN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Smith & Nephew position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,196 Smith & Nephew shares in Q4 2025, an estimated $261K.
  • Kovitz Investment Group Partners first reported a position in Smith & Nephew in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Smith & Nephew position peaked at $313K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.