Summit Securities Group’s Smith & Nephew SNN Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-51,235	Closed	-$1.57M	–	1329
2025 Q2	$1.57M	Buy	+51,235	New	+$1.45M	0.3%	67
2024 Q1	–	Sell	-175,006	Closed	-$4.77M	–	849
2023 Q4	$4.77M	Buy	175,006 +95,765	+121%	+$2.37M	0.43%	41
2023 Q3	$1.96M	Buy	79,241 +42,173	+114%	+$1.18M	0.2%	59
2023 Q2	$1.2M	Buy	+37,068	New	+$1.15M	0.16%	90
2023 Q1	–	Sell	-1,412	Closed	-$38K	–	1252
2022 Q4	$38K	Buy	+1,412	New	+$35.4K	﹤0.01%	777

Other funds holding SNN

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Summit Securities Group's SNN Position: Q3 2025 in Review

Summit Securities Group sold out of Smith & Nephew (SNN) in Q3 2025, closing a stake of 51,235 shares — an estimated $1.57M sold.

Summit Securities Group first reported a position in SNN in Q4 2022 and held it in 5 quarters. The position peaked at $4.77M in Q4 2023. 258 funds tracked by Wall St. Rank hold SNN as of Q3 2025.

Summit Securities Group reported no remaining Smith & Nephew position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 51,235 Smith & Nephew shares in Q3 2025, an estimated $1.57M.
Summit Securities Group first reported a position in Smith & Nephew in Q4 2022 and held it in 5 quarters.
Summit Securities Group's Smith & Nephew position peaked at $4.77M in Q4 2023.
258 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.