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Wealth Preservation Advisors’s Smith & Nephew SNN Stock Holding History

Wealth Preservation Advisors’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
Q1 		– Sell
-82
Closed -$2.69K – 1173
2025
Q4 		$2.69K Buy
+82
New +$2.81K ﹤0.01% 474

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Wealth Preservation Advisors's SNN Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Smith & Nephew (SNN) in Q1 2026, closing a stake of 82 shares — an estimated $2.69K sold.

Wealth Preservation Advisors first reported a position in SNN in Q4 2025 and held it in 1 quarter. The position peaked at $2.69K in Q4 2025. 279 funds tracked by Wall St. Rank hold SNN as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Smith & Nephew position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 82 Smith & Nephew shares in Q1 2026, an estimated $2.69K.
  • Wealth Preservation Advisors first reported a position in Smith & Nephew in Q4 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Smith & Nephew position peaked at $2.69K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.