Allworth Financial’s Summit Therapeutics SMMT Stock Holding History

Allworth Financial’s Portfolio SMMT Stock Details SMMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.12K	Buy	270 +201	+291%	+$3.25K	﹤0.01%	3947
2025 Q4	$1.21K	Sell	69 -288	-81%	-$5.42K	﹤0.01%	4308
2025 Q3	$7.38K	Sell	357 -123	-26%	-$2.98K	﹤0.01%	3325
2025 Q2	$10.2K	Buy	480 +12	+3%	+$274	﹤0.01%	2886
2025 Q1	$17.2K	Buy	468 +98	+26%	+$1.97K	﹤0.01%	2171
2024 Q4	$8.7K	Sell	370 -652	-64%	-$12.6K	﹤0.01%	2491
2024 Q3	$22.4K	Buy	1,022 +1,000	+4,545%	+$14K	﹤0.01%	1837
2024 Q2	$194	Buy	+22	New	+$119	﹤0.01%	3555
2023 Q4	–	Sell	-64	Closed	-$120	–	3609
2023 Q3	$120	Buy	+64	New	+$122	﹤0.01%	3317

Other funds holding SMMT

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return