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Marotta Asset Management

SEC CIK
0001802091
Latest filing
Oct 2, 2026

SNN holding history

Smith & Nephew PLC in every 13F filed by Marotta Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNN overviewAll 13F holders of SNNFull Q3 2026 holdings

Shares (Q3 2026)
9,100
Value
$245.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SNN by Marotta Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20269,100$245.3K<0.1%−130−1.4%ReducedHolders
Q2 20269,230$265.2K<0.1%−194−2.1%ReducedHolders
Q1 20269,424$302.4K0.1%−120−1.3%ReducedHolders
Q4 20259,544$313.1K0.1%00.0%UnchangedHolders
Q3 20259,544$351.2K0.1%−645−6.3%ReducedHolders
Q2 202510,189$312.1K0.1%−2,424−19.2%ReducedHolders
Q1 202512,613$392.8K0.1%+764+6.4%AddedHolders
Q4 202411,849$289.1K0.1%−764−6.1%ReducedHolders
Q3 202412,613$392.8K0.1%−36−0.3%ReducedHolders
Q2 202412,649$310.0K0.1%−354−2.7%ReducedHolders
Q1 202413,003$329.8K0.1%−1,170−8.3%ReducedHolders
Q4 202314,173$386.6K0.1%−259−1.8%ReducedHolders
Q3 202314,432$357.5K0.1%−411−2.8%ReducedHolders
Q2 202314,843$478.7K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202215,605$419.6K0.1%−176−1.1%ReducedHolders
Q3 202215,781$366.4K0.1%+292+1.9%AddedHolders
Q2 202215,489$433.2K0.1%−321−2.0%ReducedHolders
Q1 202215,810$504.3K0.1%−514−3.1%ReducedHolders
Q4 202116,324$565.1K0.1%−837−4.9%ReducedHolders
Q3 202117,161$589.3K0.1%+613+3.7%AddedHolders
Q2 202116,548$726.0K0.2%+2,637+19.0%AddedHolders
Q1 202113,911$531.3K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.