Covestor’s Summit Therapeutics SMMT Stock Holding History

Covestor’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	$7K	Sell	360 -298	-45%	-$4.82K	﹤0.01%	1688
2025 Q4	$12K	Hold	658	–	–	0.01%	1498
2025 Q3	$14K	Buy	658 +2	+0.3%	+$49	0.01%	1439
2025 Q2	$14K	Sell	656 -2	-0.3%	-$46	0.01%	1387
2025 Q1	$13K	Buy	658 +3	+0.5%	+$60	0.01%	1366
2024 Q4	$12K	Sell	655 -578	-47%	-$11.2K	0.01%	1443
2024 Q3	$27K	Buy	1,233 +1,190	+2,767%	+$16.6K	0.02%	1112
2024 Q2	$0	Hold	43	–	–	﹤0.01%	2715
2024 Q1	$0	Sell	43 -21	-33%	-$83	﹤0.01%	2707
2023 Q4	$0	Sell	64 -7	-10%	-$14	﹤0.01%	2696
2023 Q3	$0	Buy	+71	New	+$135	﹤0.01%	2688

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