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Ridgewood Investments’s Smith & Nephew SNN Stock Holding History

Ridgewood Investments’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 		– Sell
-7,524
Closed -$239K – 220
2026
Q1 		$239K Buy
+7,524
New +$256K 0.1% 195
2025
Q3 		$349K Sell
9,624
-263
-3% -$9.08K 0.15% 162
2025
Q2 		$303K Sell
9,887
-65,052
-87% -$1.84M 0.13% 166
2025
Q1 		$2.13M Sell
74,939
-1,040
-1% -$27.8K 0.99% 15
2024
Q4 		$1.87M Buy
75,979
+4,336
+6% +$115K 0.9% 18
2024
Q3 		$2.23M Sell
71,643
-5,284
-7% -$157K 1.11% 12
2024
Q2 		$1.91M Sell
76,927
-1,251
-2% -$31.2K 0.95% 15
2024
Q1 		$1.98M Buy
78,178
+29,378
+60% +$806K 1.05% 14
2023
Q4 		$1.33M Sell
48,800
-306
-0.6% -$7.58K 0.79% 31
2023
Q3 		$1.22M Buy
49,106
+12,316
+33% +$346K 0.8% 33
2023
Q2 		$1.19M Sell
36,790
-369
-1% -$11.4K 0.67% 37
2023
Q1 		$1.04M Sell
37,159
-2,001
-5% -$56.9K 0.63% 36
2022
Q4 		$1.05M Buy
39,160
+625
+2% +$15.7K 0.75% 34
2022
Q3 		$895K Buy
38,535
+8,913
+30% +$228K 0.75% 35
2022
Q2 		$827K Buy
29,622
+9
+0% +$280 0.65% 44
2022
Q1 		$945K Buy
29,613
+1,239
+4% +$41.6K 0.62% 44
2021
Q4 		$982K Buy
28,374
+2,840
+11% +$97.5K 0.62% 50
2021
Q3 		$877K Buy
25,534
+8,982
+54% +$354K 0.59% 55
2021
Q2 		$719K Buy
16,552
+3,535
+27% +$149K 0.46% 77
2021
Q1 		$493K Buy
+13,017
New +$538K 0.3% 114

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

Ridgewood Investments's SNN Position: Q2 2026 in Review

Ridgewood Investments sold out of Smith & Nephew (SNN) in Q2 2026, closing a stake of 7,524 shares — an estimated $239K sold.

Ridgewood Investments first reported a position in SNN in Q1 2021 and held it in 20 quarters. The position peaked at $2.23M in Q3 2024. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Ridgewood Investments reported no remaining Smith & Nephew position as of Q2 2026 after selling out during the quarter.
  • Ridgewood Investments sold 7,524 Smith & Nephew shares in Q2 2026, an estimated $239K.
  • Ridgewood Investments first reported a position in Smith & Nephew in Q1 2021 and held it in 20 quarters.
  • Ridgewood Investments's Smith & Nephew position peaked at $2.23M in Q3 2024.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.