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Action Point Financial Planning’s Sanara MedTech SMTI Stock Holding History

Action Point Financial Planning’s Portfolio SMTI Stock Details SMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.4K Buy
+612
New +$12.7K ﹤0.01% 1283

Other funds holding SMTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Action Point Financial Planning's SMTI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Sanara MedTech (SMTI) in Q2 2026: 612 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings.

74 funds tracked by Wall St. Rank hold SMTI as of Q2 2026.

  • Action Point Financial Planning held 612 shares of Sanara MedTech worth $14.4K as of Q2 2026.
  • Sanara MedTech was a new Action Point Financial Planning position in Q2 2026.
  • Sanara MedTech made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1283 holding.
  • 74 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.