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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's SNN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Smith & Nephew (SNN) stake by 41% in Q2 2026, buying an estimated $79.8K and bringing the position to 8,893 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #430.

Pinnacle Wealth Planning Services first reported a position in SNN in Q4 2020 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

Pinnacle Wealth Planning Services held 8,893 shares of Smith & Nephew worth $256K as of Q2 2026.
Pinnacle Wealth Planning Services bought 2,570 Smith & Nephew shares in Q2 2026, an estimated $79.8K.
Smith & Nephew made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #430 holding.
Pinnacle Wealth Planning Services first reported a position in Smith & Nephew in Q4 2020 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.