MA
SNN icon

Montag & Associates’s Smith & Nephew SNN Stock Holding History

Montag & Associates’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 		$13.2K Buy
459
+204
+80% +$6.34K ﹤0.01% 731
2026
Q1 		$8.23K Hold
255
– – ﹤0.01% 767
2025
Q4 		$8.37K Sell
255
-35
-12% -$1.2K ﹤0.01% 780
2025
Q3 		$10.5K Sell
290
-96
-25% -$3.31K ﹤0.01% 754
2025
Q2 		$11.8K Hold
386
– – ﹤0.01% 732
2025
Q1 		$11.1K Hold
386
– – ﹤0.01% 778
2024
Q4 		$9.49K Hold
386
– – ﹤0.01% 790
2024
Q3 		$12K Hold
386
– – ﹤0.01% 786
2024
Q2 		$9.57K Buy
386
+93
+32% +$2.32K ﹤0.01% 776
2024
Q1 		$7.43K Hold
293
– – ﹤0.01% 784
2023
Q4 		$7.99K Buy
+293
New +$7.26K ﹤0.01% 788

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

Montag & Associates's SNN Position: Q2 2026 in Review

Montag & Associates increased its Smith & Nephew (SNN) stake by 80% in Q2 2026, buying an estimated $6.34K and bringing the position to 459 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Montag & Associates first reported a position in SNN in Q4 2023 and has held it in 11 quarters since. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Montag & Associates held 459 shares of Smith & Nephew worth $13.2K as of Q2 2026.
  • Montag & Associates bought 204 Smith & Nephew shares in Q2 2026, an estimated $6.34K.
  • Smith & Nephew made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #731 holding.
  • Montag & Associates first reported a position in Smith & Nephew in Q4 2023 and has held it in 11 quarters since.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.