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Kestra Advisory Services’s Summit Therapeutics SMMT Stock Holding History

Kestra Advisory Services’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
-1,622
Closed -$28.4K – 4232
2025
Q4 		$28.4K Buy
+1,622
New +$30.5K ﹤0.01% 4320
2025
Q3 		– Sell
-33,423
Closed -$711K – 3016
2025
Q2 		$711K Sell
33,423
-3,345
-9% -$76.3K ﹤0.01% 1717
2025
Q1 		$709K Sell
36,768
-2,450
-6% -$49.2K ﹤0.01% 1595
2024
Q4 		$700K Hold
39,218
– – ﹤0.01% 1640
2024
Q3 		$859K Buy
+39,218
New +$548K ﹤0.01% 1416

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

Kestra Advisory Services's SMMT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Summit Therapeutics (SMMT) in Q1 2026, closing a stake of 1,622 shares — an estimated $28.4K sold.

Kestra Advisory Services first reported a position in SMMT in Q3 2024 and held it in 5 quarters. The position peaked at $859K in Q3 2024. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Summit Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,622 Summit Therapeutics shares in Q1 2026, an estimated $28.4K.
  • Kestra Advisory Services first reported a position in Summit Therapeutics in Q3 2024 and held it in 5 quarters.
  • Kestra Advisory Services's Summit Therapeutics position peaked at $859K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.