Planning Strategies’s Summit Therapeutics SMMT Stock Holding History

Planning Strategies’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 Q3	$304	Buy	+18	New	+$269	﹤0.01%	1018

Other funds holding SMMT

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Planning Strategies's SMMT Position: Q3 2026 in Review

Planning Strategies opened a new position in Summit Therapeutics (SMMT) in Q3 2026: 18 shares worth $304. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings.

10 funds tracked by Wall St. Rank hold SMMT as of Q3 2026.

Planning Strategies held 18 shares of Summit Therapeutics worth $304 as of Q3 2026.
Summit Therapeutics was a new Planning Strategies position in Q3 2026.
Summit Therapeutics made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1018 holding.
10 funds tracked by Wall St. Rank held Summit Therapeutics as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.