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Plan A Wealth’s Smith & Nephew SNN Stock Holding History

Plan A Wealth’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 		$248K Buy
8,607
+1,221
+17% +$37.9K 0.11% 152
2026
Q1 		$235K Buy
7,386
+1,025
+16% +$34.9K 0.11% 145
2025
Q4 		$209K Sell
6,361
-40
-0.6% -$1.37K 0.1% 158
2025
Q3 		$232K Buy
+6,401
New +$221K 0.12% 138

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

Plan A Wealth's SNN Position: Q2 2026 in Review

Plan A Wealth increased its Smith & Nephew (SNN) stake by 17% in Q2 2026, buying an estimated $37.9K and bringing the position to 8,607 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #152.

Plan A Wealth first reported a position in SNN in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Plan A Wealth held 8,607 shares of Smith & Nephew worth $248K as of Q2 2026.
  • Plan A Wealth bought 1,221 Smith & Nephew shares in Q2 2026, an estimated $37.9K.
  • Smith & Nephew made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #152 holding.
  • Plan A Wealth first reported a position in Smith & Nephew in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.