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JFS Wealth Advisors’s Summit Therapeutics SMMT Stock Holding History

JFS Wealth Advisors’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 		– Sell
-13
Closed -$228 – 1941
2025
Q4 		$228 Sell
13
-22
-63% -$414 ﹤0.01% 1861
2025
Q3 		$724 Sell
35
-18
-34% -$437 ﹤0.01% 1687
2025
Q2 		$1.13K Buy
53
+19
+56% +$433 ﹤0.01% 1546
2025
Q1 		$656 Buy
34
+15
+79% +$301 ﹤0.01% 1735
2024
Q4 		$340 Buy
+19
New +$368 ﹤0.01% 1820

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JFS Wealth Advisors's SMMT Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Summit Therapeutics (SMMT) in Q1 2026, closing a stake of 13 shares — an estimated $228 sold.

JFS Wealth Advisors first reported a position in SMMT in Q4 2024 and held it in 5 quarters. The position peaked at $1.13K in Q2 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Summit Therapeutics position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 13 Summit Therapeutics shares in Q1 2026, an estimated $228.
  • JFS Wealth Advisors first reported a position in Summit Therapeutics in Q4 2024 and held it in 5 quarters.
  • JFS Wealth Advisors's Summit Therapeutics position peaked at $1.13K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.