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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
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Root Financial Partners's SMMT Position: Q2 2026 in Review

Root Financial Partners sold out of Summit Therapeutics (SMMT) in Q2 2026, closing a stake of 1 share — an estimated $19 sold.

Root Financial Partners first reported a position in SMMT in Q3 2025 and held it in 3 quarters. The position peaked at $744 in Q3 2025. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • Root Financial Partners reported no remaining Summit Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Summit Therapeutics share in Q2 2026, an estimated $19.
  • Root Financial Partners first reported a position in Summit Therapeutics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Summit Therapeutics position peaked at $744 in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.