Trek Financial
SNN icon

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
Q3 		$262K Buy
9,721
+1,241
+15% +$36.5K 0.01% 439
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

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Lorne Steinberg Wealth Management
Lorne Steinberg Wealth Management Montreal, Quebec, Canada $474M AUM 18.98% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Trek Financial's SNN Position: Q3 2026 in Review

Trek Financial increased its Smith & Nephew (SNN) stake by 15% in Q3 2026, buying an estimated $36.5K and bringing the position to 9,721 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #439.

Trek Financial first reported a position in SNN in Q1 2026 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold SNN as of Q3 2026.

  • Trek Financial held 9,721 shares of Smith & Nephew worth $262K as of Q3 2026.
  • Trek Financial bought 1,241 Smith & Nephew shares in Q3 2026, an estimated $36.5K.
  • Smith & Nephew made up 0.01% of Trek Financial's portfolio in Q3 2026, its #439 holding.
  • Trek Financial first reported a position in Smith & Nephew in Q1 2026 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2026.

Based on Trek Financial's 13F filing for Q3 2026, filed 29 Oct 2026.