Moran Wealth Management, LLC SNN SMITH & NEPHEW PLC

Ownership history in Moran Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported SMITH & NEPHEW PLC (SNN) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows SNN at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, LLC's position in SMITH & NEPHEW PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNN was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Moran Wealth Management, LLC held SNN — position size vs. price
% of Fund (quarterly)    SNN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 173,349 +33,362 +23.8% 0.17% $5.5M 2026-04-27 $32.09
2025 Q4 ADDED 139,987 +13,766 +10.9% 0.14% $4.6M 2026-01-26 $33.27
2025 Q3 ADDED 126,221 +5,169 +4.3% 0.14% $4.6M 2025-10-23 $35.94
2025 Q2 ADDED 121,052 +3,667 +3.1% 0.11% $3.7M 2025-07-28 $30.46
2025 Q1 ADDED 117,385 +1,570 +1.4% 0.11% $3.3M 2025-04-23 $25.91
2024 Q4 REDUCED 39.3% +17.4% 115,815 -74,858 -39.3% 0.09% $2.8M 2025-02-07 $23.71
2024 Q3 REDUCED 190,673 -1,721 -0.9% 0.18% $5.9M 2024-11-08 $23.34
2024 Q2 ADDED 192,394 +566 +0.3% 0.16% $4.8M 2024-08-13 $28.19
2024 Q1 ADDED 191,828 +2,186 +1.2% 0.16% $4.9M 2024-05-15 $24.47
2023 Q4 INITIATED 189,642 0.18% $5.2M 2024-02-08 $26.16

FAQ About Moran Wealth Management, LLC and SNN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Moran Wealth Management, LLC reported owning SNN?

Moran Wealth Management, LLC reported SNN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SNN position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SNN was 0.18% in 2023 Q4.

What is the latest reported SNN position on this page?

The most recent filing on this page is 2026 Q1, when Moran Wealth Management, LLC reported 173,349 shares, equal to 0.17% of portfolio, with an estimated market value of $5.5M.

What does the chart on this SNN ownership page compare?

The chart compares Moran Wealth Management, LLC's quarterly SNN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Moran Wealth Management, LLC time their SNN position?

Based on 13F filing dates vs. subsequent SNN price moves, Moran Wealth Management, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on SNN relative to SPY over the holding period was -7.9%.

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