Pinnacle Wealth Planning Services
SNN icon

Pinnacle Wealth Planning Services’s Smith & Nephew SNN Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$222K Sell
8,217
-676
-8% -$19.9K 0.02% 467
2026
Q2 		$256K Buy
8,893
+2,570
+41% +$79.8K 0.02% 430
2026
Q1 		$201K Buy
6,323
+462
+8% +$15.7K 0.02% 479
2025
Q4 		$192K Sell
5,861
-38
-0.6% -$1.3K 0.02% 477
2025
Q3 		$214K Sell
5,899
-1,499
-20% -$51.7K 0.03% 429
2025
Q2 		$227K Sell
7,398
-643
-8% -$18.1K 0.03% 386
2025
Q1 		$228K Buy
+8,041
New +$215K 0.03% 328
2021
Q1 		– Sell
-4,470
Closed -$189K – 1697
2020
Q4 		$189K Buy
+4,470
New +$177K 0.05% 297

Other funds holding SNN

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Smith & Nephew (SNN) stake by 7.6% in Q3 2026, selling an estimated $19.9K and leaving 8,217 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #467.

Pinnacle Wealth Planning Services first reported a position in SNN in Q4 2020 and has held it in 8 quarters since. The position peaked at $256K in Q2 2026. 78 funds tracked by Wall St. Rank hold SNN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 8,217 shares of Smith & Nephew worth $222K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 676 Smith & Nephew shares in Q3 2026, an estimated $19.9K.
  • Smith & Nephew made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #467 holding.
  • Pinnacle Wealth Planning Services first reported a position in Smith & Nephew in Q4 2020 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Smith & Nephew position peaked at $256K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.