AssetMark Inc
SMMT icon

AssetMark Inc’s Summit Therapeutics SMMT Stock Holding History

AssetMark Inc’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 		– Sell
-44
Closed -$770 – 3584
2025
Q4 		$770 Sell
44
-29,822
-100% -$561K ﹤0.01% 3008
2025
Q3 		$617K Sell
29,866
-1,218
-4% -$29.5K ﹤0.01% 1065
2025
Q2 		$661K Buy
+31,084
New +$709K ﹤0.01% 999

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AssetMark Inc's SMMT Position: Q1 2026 in Review

AssetMark Inc sold out of Summit Therapeutics (SMMT) in Q1 2026, closing a stake of 44 shares — an estimated $770 sold.

AssetMark Inc first reported a position in SMMT in Q2 2025 and held it in 3 quarters. The position peaked at $661K in Q2 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • AssetMark Inc reported no remaining Summit Therapeutics position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 44 Summit Therapeutics shares in Q1 2026, an estimated $770.
  • AssetMark Inc first reported a position in Summit Therapeutics in Q2 2025 and held it in 3 quarters.
  • AssetMark Inc's Summit Therapeutics position peaked at $661K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.