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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
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

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Root Financial Partners's SMMT Position: Q1 2026 in Review

Root Financial Partners reduced its Summit Therapeutics (SMMT) stake by 50% in Q1 2026, selling an estimated $16 and leaving 1 share worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Root Financial Partners first reported a position in SMMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $744 in Q3 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • Root Financial Partners held 1 share of Summit Therapeutics worth $19 as of Q1 2026.
  • Root Financial Partners sold 1 Summit Therapeutics share in Q1 2026, an estimated $16.
  • Summit Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3439 holding.
  • Root Financial Partners first reported a position in Summit Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Summit Therapeutics position peaked at $744 in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.