SWM
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SHP Wealth Management’s Summit Therapeutics SMMT Stock Holding History

SHP Wealth Management’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 		$146 Sell
10
-15
-60% -$266 ﹤0.01% 1920
2026
Q1 		$474 Buy
25
+15
+150% +$243 ﹤0.01% 1625
2025
Q4 		$175 Buy
+10
New +$188 ﹤0.01% 1475

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SMMT Position: Q2 2026 in Review

SHP Wealth Management reduced its Summit Therapeutics (SMMT) stake by 60% in Q2 2026, selling an estimated $266 and leaving 10 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

SHP Wealth Management first reported a position in SMMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $474 in Q1 2026. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • SHP Wealth Management held 10 shares of Summit Therapeutics worth $146 as of Q2 2026.
  • SHP Wealth Management sold 15 Summit Therapeutics shares in Q2 2026, an estimated $266.
  • Summit Therapeutics made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1920 holding.
  • SHP Wealth Management first reported a position in Summit Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Summit Therapeutics position peaked at $474 in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.