Covestor’s Sanara MedTech SMTI Stock Holding History

Covestor’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21	Closed	-$1K	–	2712
2025 Q1	$1K	Sell	21 -10	-32%	-$339	﹤0.01%	2095
2024 Q4	$1K	Buy	31 +20	+182%	+$678	﹤0.01%	2131
2024 Q3	$0	Sell	11 -5	-31%	-$156	﹤0.01%	2716
2024 Q2	$0	Buy	16 +12	+300%	+$377	﹤0.01%	2709
2024 Q1	$0	Buy	4 +2	+100%	+$75	﹤0.01%	2691
2023 Q4	$0	Sell	2 -1	-33%	-$32	﹤0.01%	2671
2023 Q3	$0	Buy	+3	New	+$116	﹤0.01%	2664

Other funds holding SMTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Covestor's SMTI Position: Q2 2025 in Review

Covestor sold out of Sanara MedTech (SMTI) in Q2 2025, closing a stake of 21 shares — an estimated $1K sold.

Covestor first reported a position in SMTI in Q3 2023 and held it in 7 quarters. The position peaked at $1K in Q1 2025. 52 funds tracked by Wall St. Rank hold SMTI as of Q2 2025.

Covestor reported no remaining Sanara MedTech position as of Q2 2025 after selling out during the quarter.
Covestor sold 21 Sanara MedTech shares in Q2 2025, an estimated $1K.
Covestor first reported a position in Sanara MedTech in Q3 2023 and held it in 7 quarters.
Covestor's Sanara MedTech position peaked at $1K in Q1 2025.
52 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.