Creative Planning’s Summit Therapeutics SMMT Stock Holding History

Creative Planning’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	$258K	Buy	13,597 +786	+6%	+$12.7K	﹤0.01%	3538
2025 Q4	$224K	Sell	12,811 -2,679	-17%	-$50.4K	﹤0.01%	3465
2025 Q3	$320K	Sell	15,490 -5,900	-28%	-$143K	﹤0.01%	3088
2025 Q2	$455K	Buy	21,390 +1,336	+7%	+$30.5K	﹤0.01%	2545
2025 Q1	$387K	Buy	20,054 +1,081	+6%	+$21.7K	﹤0.01%	2532
2024 Q4	$339K	Buy	18,973 +3,340	+21%	+$64.7K	﹤0.01%	2556
2024 Q3	$342K	Buy	15,633 +4,851	+45%	+$67.8K	﹤0.01%	2418
2024 Q2	$84.1K	Buy	+10,782	New	+$58.2K	﹤0.01%	2873
2023 Q3	–	Sell	-16,430	Closed	-$41.2K	–	3024
2023 Q2	$41.2K	Buy	16,430 +3,822	+30%	+$6.97K	﹤0.01%	2456
2023 Q1	$22.1K	Buy	+12,608	New	+$34.4K	﹤0.01%	2403

Other funds holding SMMT

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's SMMT Position: Q1 2026 in Review

Creative Planning increased its Summit Therapeutics (SMMT) stake by 6.1% in Q1 2026, buying an estimated $12.7K and bringing the position to 13,597 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Creative Planning first reported a position in SMMT in Q1 2023 and has held it in 10 quarters since. The position peaked at $455K in Q2 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

Creative Planning held 13,597 shares of Summit Therapeutics worth $258K as of Q1 2026.
Creative Planning bought 786 Summit Therapeutics shares in Q1 2026, an estimated $12.7K.
Summit Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3538 holding.
Creative Planning first reported a position in Summit Therapeutics in Q1 2023 and has held it in 10 quarters since.
Creative Planning's Summit Therapeutics position peaked at $455K in Q2 2025.
222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.