PWA
SNN icon

Principia Wealth Advisory’s Smith & Nephew SNN Stock Holding History

Principia Wealth Advisory’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 		$663 Sell
23
-36
-61% -$1.12K ﹤0.01% 844
2026
Q1 		$1.88K Buy
59
+41
+228% +$1.4K ﹤0.01% 537
2025
Q4 		$591 Hold
18
– – ﹤0.01% 793
2025
Q3 		$653 Buy
18
+11
+157% +$380 ﹤0.01% 741
2025
Q2 		$214 Buy
+7
New +$197 ﹤0.01% 886

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

Principia Wealth Advisory's SNN Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Smith & Nephew (SNN) stake by 61% in Q2 2026, selling an estimated $1.12K and leaving 23 shares worth $663. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Principia Wealth Advisory first reported a position in SNN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88K in Q1 2026. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Principia Wealth Advisory held 23 shares of Smith & Nephew worth $663 as of Q2 2026.
  • Principia Wealth Advisory sold 36 Smith & Nephew shares in Q2 2026, an estimated $1.12K.
  • Smith & Nephew made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #844 holding.
  • Principia Wealth Advisory first reported a position in Smith & Nephew in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Smith & Nephew position peaked at $1.88K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.