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Venturi Wealth Management’s Smith & Nephew SNN Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-157
Closed -$3.86K – 1624
2024
Q4 		$3.86K Buy
157
+47
+43% +$1.25K ﹤0.01% 1766
2024
Q3 		$3.43K Buy
110
+19
+21% +$564 ﹤0.01% 1574
2024
Q2 		$2.25K Buy
+91
New +$2.27K ﹤0.01% 1351

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Venturi Wealth Management's SNN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Smith & Nephew (SNN) in Q1 2025, closing a stake of 157 shares — an estimated $3.86K sold.

Venturi Wealth Management first reported a position in SNN in Q2 2024 and held it in 3 quarters. The position peaked at $3.86K in Q4 2024. 223 funds tracked by Wall St. Rank hold SNN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Smith & Nephew position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 157 Smith & Nephew shares in Q1 2025, an estimated $3.86K.
  • Venturi Wealth Management first reported a position in Smith & Nephew in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Smith & Nephew position peaked at $3.86K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.