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Lorne Steinberg Wealth Management’s Smith & Nephew SNN Stock Holding History

Lorne Steinberg Wealth 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 		$7.9M Buy
274,176
+7,796
+3% +$242K 1.62% 27
2026
Q1 		$8.47M Buy
266,380
+1,060
+0.4% +$36.1K 2.01% 23
2025
Q4 		$8.71M Buy
265,320
+1,000
+0.4% +$34.2K 2% 21
2025
Q3 		$9.59M Buy
264,320
+1,880
+0.7% +$64.9K 2.31% 16
2025
Q2 		$8.04M Buy
262,440
+35
+0% +$987 2.1% 18
2025
Q1 		$7.44M Buy
262,405
+29,250
+13% +$782K 2.17% 16
2024
Q4 		$5.73M Buy
233,155
+2,160
+0.9% +$57.3K 1.66% 31
2024
Q3 		$7.19M Sell
230,995
-50
-0% -$1.48K 2.08% 19
2024
Q2 		$5.73M Buy
231,045
+80,650
+54% +$2.01M 1.84% 28
2024
Q1 		$3.81M Buy
150,395
+175
+0.1% +$4.8K 1.19% 45
2023
Q4 		$4.1M Buy
150,220
+355
+0.2% +$8.8K 1.38% 37
2023
Q3 		$3.71M Sell
149,865
-55
-0% -$1.54K 1.43% 37
2023
Q2 		$4.83M Sell
149,920
-35
-0% -$1.08K 1.82% 28
2023
Q1 		$4.19M Buy
149,955
+67,160
+81% +$1.91M 1.67% 32
2022
Q4 		$2.23M Sell
82,795
-260
-0.3% -$6.53K 0.96% 48
2022
Q3 		$1.93M Buy
+83,055
New +$2.13M 0.94% 46

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

Lorne Steinberg Wealth Management's SNN Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Smith & Nephew (SNN) stake by 2.9% in Q2 2026, buying an estimated $242K and bringing the position to 274,176 shares worth $7.9M. The position accounts for 1.62% of the portfolio, ranked #27.

Lorne Steinberg Wealth Management first reported a position in SNN in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.59M in Q3 2025. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Lorne Steinberg Wealth Management held 274,176 shares of Smith & Nephew worth $7.9M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 7,796 Smith & Nephew shares in Q2 2026, an estimated $242K.
  • Smith & Nephew made up 1.62% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Lorne Steinberg Wealth Management first reported a position in Smith & Nephew in Q3 2022 and has held it in 16 quarters since.
  • Lorne Steinberg Wealth Management's Smith & Nephew position peaked at $9.59M in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.