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Steward Partners Investment Advisory’s Summit Therapeutics SMMT Stock Holding History

Steward Partners Investment Advisory’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 		$667K Buy
45,786
+6,939
+18% +$123K ﹤0.01% 1536
2026
Q1 		$737K Buy
38,847
+15,802
+69% +$256K ﹤0.01% 1318
2025
Q4 		$403K Buy
23,045
+3,133
+16% +$58.9K ﹤0.01% 1544
2025
Q3 		$411K Buy
19,912
+7,446
+60% +$181K ﹤0.01% 1481
2025
Q2 		$265K Buy
12,466
+4,490
+56% +$102K ﹤0.01% 1617
2025
Q1 		$154K Buy
7,976
+5,473
+219% +$110K ﹤0.01% 1778
2024
Q4 		$44.7K Buy
2,503
+900
+56% +$17.4K ﹤0.01% 2395
2024
Q3 		$35.1K Buy
+1,603
New +$22.4K ﹤0.01% 2409
2024
Q2 		– Sell
-606,500
Closed -$2.51M – 3708
2024
Q1 		$2.51M Buy
606,500
+6,500
+1% +$25.8K 0.03% 506
2023
Q4 		$1.57M Sell
600,000
-50,000
-8% -$103K 0.02% 574
2023
Q3 		$1.22M Buy
650,000
+50,000
+8% +$95.3K 0.02% 610
2023
Q2 		$1.51M Sell
600,000
-30,570
-5% -$55.8K 0.02% 555
2023
Q1 		$1.1M Buy
630,570
+325,570
+107% +$888K 0.02% 661
2022
Q4 		$1.3M Buy
+305,000
New +$555K 0.02% 584
2021
Q3 		– Sell
-2,000
Closed -$15K – 3315
2021
Q2 		$15K Hold
2,000
– – ﹤0.01% 5509
2021
Q1 		$11.7K Hold
2,000
– – ﹤0.01% 2714
2020
Q4 		$9K Buy
+2,000
New +$8.47K ﹤0.01% 2359

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

Steward Partners Investment Advisory's SMMT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Summit Therapeutics (SMMT) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 45,786 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Steward Partners Investment Advisory first reported a position in SMMT in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.51M in Q1 2024. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • Steward Partners Investment Advisory held 45,786 shares of Summit Therapeutics worth $667K as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,939 Summit Therapeutics shares in Q2 2026, an estimated $123K.
  • Summit Therapeutics made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1536 holding.
  • Steward Partners Investment Advisory first reported a position in Summit Therapeutics in Q4 2020 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's Summit Therapeutics position peaked at $2.51M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.