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Cape Investment Advisory’s Summit Therapeutics SMMT Stock Holding History

Cape Investment Advisory’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
2025
Q4 		– Sell
-60
Closed -$1.24K – 1336
2025
Q3 		$1.24K Hold
60
– – ﹤0.01% 727
2025
Q2 		$1.28K Buy
+60
New +$1.37K ﹤0.01% 1006

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.98B AUM 210.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cape Investment Advisory's SMMT Position: Q4 2025 in Review

Cape Investment Advisory sold out of Summit Therapeutics (SMMT) in Q4 2025, closing a stake of 60 shares — an estimated $1.24K sold.

Cape Investment Advisory first reported a position in SMMT in Q2 2025 and held it in 2 quarters. The position peaked at $1.28K in Q2 2025. 206 funds tracked by Wall St. Rank hold SMMT as of Q4 2025.

  • Cape Investment Advisory reported no remaining Summit Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 60 Summit Therapeutics shares in Q4 2025, an estimated $1.24K.
  • Cape Investment Advisory first reported a position in Summit Therapeutics in Q2 2025 and held it in 2 quarters.
  • Cape Investment Advisory's Summit Therapeutics position peaked at $1.28K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Summit Therapeutics as of Q4 2025.

Based on Cape Investment Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.