MAM
SNN icon

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

HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return