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
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 $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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's SMMT Position: Q1 2026 in Review

SHP Wealth Management increased its Summit Therapeutics (SMMT) stake by 150% in Q1 2026, buying an estimated $243 and bringing the position to 25 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

SHP Wealth Management first reported a position in SMMT in Q4 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • SHP Wealth Management held 25 shares of Summit Therapeutics worth $474 as of Q1 2026.
  • SHP Wealth Management bought 15 Summit Therapeutics shares in Q1 2026, an estimated $243.
  • Summit Therapeutics made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1625 holding.
  • SHP Wealth Management first reported a position in Summit Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.