NewSquare Capital’s Smith & Nephew SNN Stock Holding History

NewSquare Capital’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	-156	Closed	-$4.78K	–	1074
2025 Q2	$4.78K	Buy	156 +139	+818%	+$3.92K	﹤0.01%	821
2025 Q1	$482	Buy	+17	New	+$454	﹤0.01%	1028
2016 Q4	–	Sell	-66	Closed	-$2K	–	432
2016 Q3	$2K	Buy	+66	New	+$2.21K	﹤0.01%	456

Other funds holding SNN

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewSquare Capital's SNN Position: Q3 2025 in Review

NewSquare Capital sold out of Smith & Nephew (SNN) in Q3 2025, closing a stake of 156 shares — an estimated $4.78K sold.

NewSquare Capital first reported a position in SNN in Q3 2016 and held it in 3 quarters. The position peaked at $4.78K in Q2 2025. 257 funds tracked by Wall St. Rank hold SNN as of Q3 2025.

NewSquare Capital reported no remaining Smith & Nephew position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 156 Smith & Nephew shares in Q3 2025, an estimated $4.78K.
NewSquare Capital first reported a position in Smith & Nephew in Q3 2016 and held it in 3 quarters.
NewSquare Capital's Smith & Nephew position peaked at $4.78K in Q2 2025.
257 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.