Pinnacle West Asset Management, Inc. SNN Smith & Nephew plc

Ownership history in Pinnacle West Asset Management, Inc.  ·  8 quarters on record

AI Ownership Summary

Pinnacle West Asset Management, Inc. reported Smith & Nephew plc (SNN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.27% in 2025 Q3. The latest visible filing shows SNN at 0.22% 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 Pinnacle West Asset Management, Inc.'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 Q2

SNN was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 Pinnacle West Asset Management, Inc. 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 11,065 -25 -0.2% 0.22% $319 2026-08-12 $29.84
2026 Q1 REDUCED 11,090 -375 -3.3% 0.24% $352 2026-05-15 $29.54
2025 Q4 ADDED 11,465 +150 +1.3% 0.24% $376K 2026-02-10 $34.85
2025 Q3 ADDED 11,315 +990 +9.6% 0.27% $411K 2025-11-05 $36.21
2025 Q2 ADDED 10,325 +150 +1.5% 0.22% $316K 2025-07-24 $30.75
2025 Q1 ADDED 10,175 +1,000 +10.9% 0.21% $289K 2025-05-07 $27.68
2024 Q4 ADDED 9,175 +1,100 +13.6% 0.16% $226K 2025-02-04 $24.74
2024 Q3 INITIATED 8,075 0.18% $251K 2024-10-23 $28.09

FAQ About Pinnacle West Asset Management, Inc. and SNN

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

How long has Pinnacle West Asset Management, Inc. reported owning SNN?

Pinnacle West Asset Management, Inc. reported SNN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SNN position in Pinnacle West Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for SNN was 0.27% in 2025 Q3.

What is the latest reported SNN position on this page?

The most recent filing on this page is 2026 Q2, when Pinnacle West Asset Management, Inc. reported 11,065 shares, equal to 0.22% of portfolio, with an estimated market value of $319.

What does the chart on this SNN ownership page compare?

The chart compares Pinnacle West Asset Management, Inc.'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 Pinnacle West Asset Management, Inc. time their SNN position?

Based on 13F filing dates vs. subsequent SNN price moves, Pinnacle West Asset Management, Inc. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SNN relative to SPY over the holding period was +530.0%.

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