Stonebridge Wealth Management’s Sanara MedTech SMTI Stock Holding History

Stonebridge Wealth Management’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.05M	Sell	129,452 -7,447	-5%	-$154K	2.73%	11
2026 Q1	$2.35M	Buy	136,899 +1,965	+1%	+$40.4K	2.25%	13
2025 Q4	$3.15M	Buy	134,934 +20,353	+18%	+$526K	2.98%	10
2025 Q3	$3.64M	Sell	114,581 -5,082	-4%	-$153K	3.12%	11
2025 Q2	$3.4M	Buy	+119,663	New	+$3.59M	3.2%	10

Other funds holding SMTI

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stonebridge Wealth Management's SMTI Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its Sanara MedTech (SMTI) stake by 5.4% in Q2 2026, selling an estimated $154K and leaving 129,452 shares worth $3.05M. The position accounts for 2.73% of the portfolio, ranked #11.

Stonebridge Wealth Management first reported a position in SMTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.64M in Q3 2025. 6 funds tracked by Wall St. Rank hold SMTI as of Q2 2026.

Stonebridge Wealth Management held 129,452 shares of Sanara MedTech worth $3.05M as of Q2 2026.
Stonebridge Wealth Management sold 7,447 Sanara MedTech shares in Q2 2026, an estimated $154K.
Sanara MedTech made up 2.73% of Stonebridge Wealth Management's portfolio in Q2 2026, its #11 holding.
Stonebridge Wealth Management first reported a position in Sanara MedTech in Q2 2025 and has held it in 5 quarters since.
Stonebridge Wealth Management's Sanara MedTech position peaked at $3.64M in Q3 2025.
6 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.