Evoke Wealth’s Summit Therapeutics SMMT Stock Holding History

Evoke Wealth’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	$202K	Sell	10,668 -384	-3%	-$6.21K	﹤0.01%	671
2025 Q4	$193K	Sell	11,052 -2,339	-17%	-$44K	﹤0.01%	643
2025 Q3	$277K	Buy	13,391 +63	+0.5%	+$1.53K	0.01%	518
2025 Q2	$284K	Sell	13,328 -86	-0.6%	-$1.96K	0.01%	465
2025 Q1	$259K	Sell	13,414 -1,586	-11%	-$31.8K	0.01%	380
2024 Q4	$268K	Hold	15,000	–	–	0.01%	363
2024 Q3	$329K	Buy	+15,000	New	+$210K	0.01%	321
2023 Q3	–	Sell	-25,218	Closed	-$63.3K	–	401
2023 Q2	$63.3K	Hold	25,218	–	–	﹤0.01%	357
2023 Q1	$44.1K	Buy	+25,218	New	+$68.8K	﹤0.01%	344
2022 Q4	–	Sell	-8,000	Closed	-$10K	–	1022
2022 Q3	$10K	Buy	8,000 +3,000	+60%	+$3.39K	﹤0.01%	757
2022 Q2	$5K	Buy	+5,000	New	+$7.01K	﹤0.01%	902
2021 Q4	–	Sell	-3,200	Closed	-$16K	–	1235
2021 Q3	$16K	Hold	3,200	–	–	﹤0.01%	672
2021 Q2	$24K	Buy	+3,200	New	+$21K	﹤0.01%	626

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