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Mount Yale Investment Advisors’s Smith & Nephew SNN Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-1
Closed -$30 – 1471
2025
Q2 		$30 Buy
+1
New +$28 ﹤0.01% 1480
2024
Q1 		– Sell
-12,498
Closed -$341K – 561
2023
Q4 		$341K Buy
12,498
+214
+2% +$5.3K 0.03% 389
2023
Q3 		$304K Buy
12,284
+187
+2% +$5.25K 0.03% 388
2023
Q2 		$390K Buy
12,097
+129
+1% +$3.99K 0.04% 340
2023
Q1 		$334K Sell
11,968
-500
-4% -$14.2K 0.04% 360
2022
Q4 		$335K Buy
12,468
+360
+3% +$9.04K 0.04% 342
2022
Q3 		$281K Buy
12,108
+2,300
+23% +$59K 0.04% 353
2022
Q2 		$274K Buy
9,808
+397
+4% +$12.3K 0.03% 375
2022
Q1 		$300K Buy
9,411
+2,736
+41% +$91.8K 0.03% 364
2021
Q4 		$231K Buy
+6,675
New +$229K 0.02% 425
2021
Q2 		– Sell
-61,640
Closed -$2.34M – 451
2021
Q1 		$2.34M Buy
61,640
+31,352
+104% +$1.29M 0.3% 80
2020
Q4 		$1.28M Sell
30,288
-31,156
-51% -$1.23M 0.18% 128
2020
Q3 		$2.4M Buy
61,444
+1,299
+2% +$52.3K 0.34% 71
2020
Q2 		$2.29M Buy
60,145
+8,967
+18% +$355K 0.41% 66
2020
Q1 		$1.84M Buy
51,178
+4,912
+11% +$218K 0.41% 61
2019
Q4 		$2.22M Buy
46,266
+32,637
+239% +$1.47M 0.39% 61
2019
Q3 		$576K Buy
13,629
+6,872
+102% +$316K 0.1% 170
2019
Q2 		$305K Buy
+6,757
New +$280K 0.06% 264
2018
Q3 		– Sell
-9,742
Closed -$366K – 1000
2018
Q2 		$366K Sell
9,742
-10,964
-53% -$407K 0.07% 226
2018
Q1 		$790K Buy
+20,706
New +$749K 0.17% 119

Other funds holding SNN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Mount Yale Investment Advisors's SNN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Smith & Nephew (SNN) in Q3 2025, closing a stake of 1 share — an estimated $30 sold.

Mount Yale Investment Advisors first reported a position in SNN in Q1 2018 and held it in 20 quarters. The position peaked at $2.4M in Q3 2020. 257 funds tracked by Wall St. Rank hold SNN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Smith & Nephew position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1 Smith & Nephew share in Q3 2025, an estimated $30.
  • Mount Yale Investment Advisors first reported a position in Smith & Nephew in Q1 2018 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Smith & Nephew position peaked at $2.4M in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.