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Five Pine Wealth Management’s Summit Therapeutics SMMT Stock Holding History

Five Pine Wealth Management’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
Q2 		– Sell
-13,588
Closed -$262K – 41
2025
Q1 		$262K Sell
13,588
-16,158
-54% -$324K 0.21% 33
2024
Q4 		$531K Buy
+29,746
New +$577K 0.45% 26

Other funds holding SMMT

BBA
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Five Pine Wealth Management's SMMT Position: Q2 2025 in Review

Five Pine Wealth Management sold out of Summit Therapeutics (SMMT) in Q2 2025, closing a stake of 13,588 shares — an estimated $262K sold.

Five Pine Wealth Management first reported a position in SMMT in Q4 2024 and held it in 2 quarters. The position peaked at $531K in Q4 2024. 238 funds tracked by Wall St. Rank hold SMMT as of Q2 2025.

  • Five Pine Wealth Management reported no remaining Summit Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Five Pine Wealth Management sold 13,588 Summit Therapeutics shares in Q2 2025, an estimated $262K.
  • Five Pine Wealth Management first reported a position in Summit Therapeutics in Q4 2024 and held it in 2 quarters.
  • Five Pine Wealth Management's Summit Therapeutics position peaked at $531K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2025.

Based on Five Pine Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.