Root Financial Partners
SMMT icon

Root Financial Partners’s Summit Therapeutics SMMT Stock Holding History

Root Financial Partners’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 		$3.26K Buy
+193
New +$2.89K ﹤0.01% 2405
2026
Q2 		– Sell
-1
Closed -$19 – 2745
2026
Q1 		$19 Sell
1
-1
-50% -$16 ﹤0.01% 3439
2025
Q4 		$35 Sell
2
-34
-94% -$640 ﹤0.01% 2399
2025
Q3 		$744 Buy
+36
New +$873 ﹤0.01% 2105

Other funds holding SMMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's SMMT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Summit Therapeutics (SMMT) in Q3 2026: 193 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #2405 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMMT as recently as Q1 2026.

Root Financial Partners first reported a position in SMMT in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold SMMT as of Q3 2026.

  • Root Financial Partners held 193 shares of Summit Therapeutics worth $3.26K as of Q3 2026.
  • Summit Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Summit Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2405 holding.
  • Root Financial Partners first reported a position in Summit Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Summit Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.