Marotta Asset Management

Position in SNN — Smith & Nephew PLC

CIK 1802091 CHARLOTTESVILLE, VA

Position in SNN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$265,916

-$33,578 QoQ

Shares Held

9,230

-2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#152

of 292 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Marotta Asset Management holds $265,916 across 1 Medical Devices name. SNN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SNN	Smith & Nephew PLC This page	9,230	$265,916

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,916	9,230	-2.1%	Shares	Sole	2026-07-09
2026-03-31	$299,494	9,424	-1.3%	Shares	Sole	2026-04-27
2025-12-31	$313,138	9,544	0.0%	Shares	Sole	2026-01-07
2025-09-30	$346,351	9,544	-6.3%	Shares	Sole	2025-10-16
2025-06-30	$312,089	10,189	-19.2%	Shares	Sole	2025-07-02
2025-03-31	$357,830	12,613	+6.4%	Shares	Sole	2025-04-02
2024-12-31	$291,248	11,849	-6.1%	Shares	Sole	2025-01-10
2024-09-30	$392,768	12,613	-0.3%	Shares	Sole	2024-10-03
2024-06-30	$313,442	12,649	-2.7%	Shares	Sole	2024-07-17
2024-03-31	$329,756	13,003	-8.3%	Shares	Sole	2024-04-02
2023-12-31	$386,639	14,173	-1.8%	Shares	Sole	2024-01-03
2023-09-30	$357,480	14,432	-2.8%	Shares	Sole	2023-10-11
2023-06-30	$478,686	14,843	-4.9%	Shares	Sole	2023-07-05
2022-12-31	$419,618	15,605	-1.1%	Shares	Sole	2023-01-03
2022-09-30	$366,434	15,781	+1.9%	Shares	Sole	2022-10-11
2022-06-30	$432,452	15,489	-2.0%	Shares	Sole	2022-07-21
2022-03-31	$504,339	15,810	-3.1%	Shares	Sole	2022-04-08
2021-12-31	$565,136	16,324	-4.9%	Shares	Sole	2022-01-13
2021-09-30	$589,308	17,161	+3.7%	Shares	Sole	2021-10-21
2021-06-30	$718,845	16,548	+19.0%	Shares	Sole	2021-07-09
2021-03-31	$527,226	13,911	—	Shares	Sole	2021-04-09
No filing history on record for this holder in this stock.