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Root Financial Partners’s Smith & Nephew SNN Stock Holding History

Root Financial Partners’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
-2,816
Closed -$89.5K – 2759
2026
Q1 		$89.5K Buy
2,816
+5
+0.2% +$170 ﹤0.01% 614
2025
Q4 		$92.2K Hold
2,811
– – ﹤0.01% 496
2025
Q3 		$102K Buy
+2,811
New +$97K 0.01% 441

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

Root Financial Partners's SNN Position: Q2 2026 in Review

Root Financial Partners sold out of Smith & Nephew (SNN) in Q2 2026, closing a stake of 2,816 shares — an estimated $89.5K sold.

Root Financial Partners first reported a position in SNN in Q3 2025 and held it in 3 quarters. The position peaked at $102K in Q3 2025. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Root Financial Partners reported no remaining Smith & Nephew position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,816 Smith & Nephew shares in Q2 2026, an estimated $89.5K.
  • Root Financial Partners first reported a position in Smith & Nephew in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Smith & Nephew position peaked at $102K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.