MAM
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Marotta Asset Management’s Smith & Nephew SNN Stock Holding History

Marotta Asset 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 		$265K Sell
9,230
-194
-2% -$6.03K 0.04% 92
2026
Q1 		$302K Sell
9,424
-120
-1% -$4.08K 0.06% 83
2025
Q4 		$313K Hold
9,544
– – 0.06% 82
2025
Q3 		$351K Sell
9,544
-645
-6% -$22.3K 0.07% 81
2025
Q2 		$312K Sell
10,189
-2,424
-19% -$68.4K 0.06% 81
2025
Q1 		$393K Buy
12,613
+764
+6% +$20.4K 0.08% 83
2024
Q4 		$289K Sell
11,849
-764
-6% -$20.3K 0.06% 97
2024
Q3 		$393K Sell
12,613
-36
-0.3% -$1.07K 0.08% 83
2024
Q2 		$310K Sell
12,649
-354
-3% -$8.83K 0.06% 95
2024
Q1 		$330K Sell
13,003
-1,170
-8% -$32.1K 0.07% 87
2023
Q4 		$387K Sell
14,173
-259
-2% -$6.42K 0.08% 78
2023
Q3 		$357K Sell
14,432
-411
-3% -$11.5K 0.08% 77
2023
Q2 		$479K Buy
+14,843
New +$459K 0.11% 68
2022
Q4 		$420K Sell
15,605
-176
-1% -$4.42K 0.1% 71
2022
Q3 		$366K Buy
15,781
+292
+2% +$7.48K 0.1% 73
2022
Q2 		$433K Sell
15,489
-321
-2% -$9.98K 0.11% 72
2022
Q1 		$504K Sell
15,810
-514
-3% -$17.3K 0.12% 72
2021
Q4 		$565K Sell
16,324
-837
-5% -$28.7K 0.13% 64
2021
Q3 		$589K Buy
17,161
+613
+4% +$24.1K 0.14% 59
2021
Q2 		$726K Buy
16,548
+2,637
+19% +$111K 0.17% 53
2021
Q1 		$531K Buy
+13,911
New +$574K 0.14% 57

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

Marotta Asset Management's SNN Position: Q2 2026 in Review

Marotta Asset Management reduced its Smith & Nephew (SNN) stake by 2.1% in Q2 2026, selling an estimated $6.03K and leaving 9,230 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #92.

Marotta Asset Management first reported a position in SNN in Q1 2021 and has held it in 21 quarters since. The position peaked at $726K in Q2 2021. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Marotta Asset Management held 9,230 shares of Smith & Nephew worth $265K as of Q2 2026.
  • Marotta Asset Management sold 194 Smith & Nephew shares in Q2 2026, an estimated $6.03K.
  • Smith & Nephew made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #92 holding.
  • Marotta Asset Management first reported a position in Smith & Nephew in Q1 2021 and has held it in 21 quarters since.
  • Marotta Asset Management's Smith & Nephew position peaked at $726K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.