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Ball & Co Wealth Management’s Summit Therapeutics SMMT Stock Holding History

Ball & Co Wealth Management’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
Q2 		$21K Hold
1,500
– – 0.01% 51
2026
Q1 		$28K Buy
+1,500
New +$24.3K 0.02% 51
2025
Q4 		– Sell
-1,500
Closed -$30K – 84
2025
Q3 		$30K Hold
1,500
– – 0.02% 55
2025
Q2 		$31K Buy
+1,500
New +$34.2K 0.03% 39

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Ball & Co Wealth Management's SMMT Position: Q2 2026 in Review

Ball & Co Wealth Management held its Summit Therapeutics (SMMT) position steady in Q2 2026 at 1,500 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #51.

Ball & Co Wealth Management first reported a position in SMMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $31K in Q2 2025. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • Ball & Co Wealth Management held 1,500 shares of Summit Therapeutics worth $21K as of Q2 2026.
  • Ball & Co Wealth Management left its Summit Therapeutics share count unchanged in Q2 2026.
  • Summit Therapeutics made up 0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Ball & Co Wealth Management first reported a position in Summit Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • Ball & Co Wealth Management's Summit Therapeutics position peaked at $31K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.