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Phillips Wealth Planners’s Smith & Nephew SNN Stock Holding History

Phillips Wealth Planners’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 		$223K Sell
7,305
-32
-0.4% -$994 0.16% 202
2026
Q1 		$214K Buy
+7,337
New +$250K 0.16% 200

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

Phillips Wealth Planners's SNN Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Smith & Nephew (SNN) stake by 0.44% in Q2 2026, selling an estimated $994 and leaving 7,305 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #202.

Phillips Wealth Planners first reported a position in SNN in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Phillips Wealth Planners held 7,305 shares of Smith & Nephew worth $223K as of Q2 2026.
  • Phillips Wealth Planners sold 32 Smith & Nephew shares in Q2 2026, an estimated $994.
  • Smith & Nephew made up 0.16% of Phillips Wealth Planners's portfolio in Q2 2026, its #202 holding.
  • Phillips Wealth Planners first reported a position in Smith & Nephew in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.