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Whipplewood Advisors’s Smith & Nephew SNN Stock Holding History

Whipplewood 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
Q2 		$1.5K Sell
52
-66
-56% -$2.05K ﹤0.01% 479
2026
Q1 		$3.75K Buy
+118
New +$4.01K ﹤0.01% 665
2025
Q3 		– Sell
-556
Closed -$17K – 1023
2025
Q2 		$17K Buy
556
+252
+83% +$7.11K 0.01% 491
2025
Q1 		$13.6K Sell
304
-162
-35% -$4.33K 0.01% 508
2024
Q4 		$11.5K Buy
+466
New +$12.4K 0.01% 533

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

Whipplewood Advisors's SNN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Smith & Nephew (SNN) stake by 56% in Q2 2026, selling an estimated $2.05K and leaving 52 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Whipplewood Advisors first reported a position in SNN in Q4 2024 and has held it in 5 quarters since. The position peaked at $17K in Q2 2025. 293 funds tracked by Wall St. Rank hold SNN as of Q2 2026.

  • Whipplewood Advisors held 52 shares of Smith & Nephew worth $1.5K as of Q2 2026.
  • Whipplewood Advisors sold 66 Smith & Nephew shares in Q2 2026, an estimated $2.05K.
  • Smith & Nephew made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #479 holding.
  • Whipplewood Advisors first reported a position in Smith & Nephew in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Smith & Nephew position peaked at $17K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.