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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
Q3 		$290K Buy
10,770
+2,163
+25% +$63.6K 0.1% 140
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

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Plan A Wealth's SNN Position: Q3 2026 in Review

Plan A Wealth increased its Smith & Nephew (SNN) stake by 25% in Q3 2026, buying an estimated $63.6K and bringing the position to 10,770 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #140.

Plan A Wealth first reported a position in SNN in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold SNN as of Q3 2026.

  • Plan A Wealth held 10,770 shares of Smith & Nephew worth $290K as of Q3 2026.
  • Plan A Wealth bought 2,163 Smith & Nephew shares in Q3 2026, an estimated $63.6K.
  • Smith & Nephew made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #140 holding.
  • Plan A Wealth first reported a position in Smith & Nephew in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.