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Trek Financial’s Smith & Nephew SNN Stock Holding History

Trek Financial’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 		$244K Buy
8,480
+479
+6% +$14.9K 0.01% 449
2026
Q1 		$254K Buy
+8,001
New +$272K 0.01% 410

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

Trek Financial's SNN Position: Q2 2026 in Review

Trek Financial increased its Smith & Nephew (SNN) stake by 6% in Q2 2026, buying an estimated $14.9K and bringing the position to 8,480 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #449.

Trek Financial first reported a position in SNN in Q1 2026 and has held it in 2 quarters since. The position peaked at $254K in Q1 2026. 294 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Trek Financial held 8,480 shares of Smith & Nephew worth $244K as of Q2 2026.
  • Trek Financial bought 479 Smith & Nephew shares in Q2 2026, an estimated $14.9K.
  • Smith & Nephew made up 0.01% of Trek Financial's portfolio in Q2 2026, its #449 holding.
  • Trek Financial first reported a position in Smith & Nephew in Q1 2026 and has held it in 2 quarters since.
  • Trek Financial's Smith & Nephew position peaked at $254K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.