Stonebridge Wealth Management
SMTI icon

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
Q3 		– Sell
-129,452
Closed -$3.05M – 36
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

Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stonebridge Wealth Management's SMTI Position: Q3 2026 in Review

Stonebridge Wealth Management sold out of Sanara MedTech (SMTI) in Q3 2026, closing a stake of 129,452 shares — an estimated $3.05M sold.

Stonebridge Wealth Management first reported a position in SMTI in Q2 2025 and held it in 5 quarters. The position peaked at $3.64M in Q3 2025. 36 funds tracked by Wall St. Rank hold SMTI as of Q3 2026.

  • Stonebridge Wealth Management reported no remaining Sanara MedTech position as of Q3 2026 after selling out during the quarter.
  • Stonebridge Wealth Management sold 129,452 Sanara MedTech shares in Q3 2026, an estimated $3.05M.
  • Stonebridge Wealth Management first reported a position in Sanara MedTech in Q2 2025 and held it in 5 quarters.
  • Stonebridge Wealth Management's Sanara MedTech position peaked at $3.64M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Sanara MedTech as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.