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Summit Financial Strategies’s Myomo MYO Stock Holding History

Summit Financial Strategies’s Portfolio MYO Stock Details MYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26K Hold
25,000
– – ﹤0.01% 170
2026
Q1 		$16.9K Hold
25,000
– – ﹤0.01% 167
2025
Q4 		$22.8K Buy
25,000
+10,000
+67% +$9.59K ﹤0.01% 164
2025
Q3 		$13.4K Hold
15,000
– – ﹤0.01% 157
2025
Q2 		$32.4K Buy
15,000
+5,000
+50% +$18.1K ﹤0.01% 152
2025
Q1 		$48.1K Hold
10,000
– – ﹤0.01% 146
2024
Q4 		$64.4K Hold
10,000
– – 0.01% 143
2024
Q3 		$40.1K Hold
10,000
– – ﹤0.01% 147
2024
Q2 		$32.1K Hold
10,000
– – ﹤0.01% 146
2024
Q1 		$32.7K Hold
10,000
– – ﹤0.01% 149
2023
Q4 		$50.1K Buy
+10,000
New +$26.6K 0.01% 141

Other funds holding MYO

AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Summit Financial Strategies's MYO Position: Q2 2026 in Review

Summit Financial Strategies held its Myomo (MYO) position steady in Q2 2026 at 25,000 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Summit Financial Strategies first reported a position in MYO in Q4 2023 and has held it in 11 quarters since. The position peaked at $64.4K in Q4 2024. 13 funds tracked by Wall St. Rank hold MYO as of Q2 2026.

  • Summit Financial Strategies held 25,000 shares of Myomo worth $26K as of Q2 2026.
  • Summit Financial Strategies left its Myomo share count unchanged in Q2 2026.
  • Myomo made up ﹤0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #170 holding.
  • Summit Financial Strategies first reported a position in Myomo in Q4 2023 and has held it in 11 quarters since.
  • Summit Financial Strategies's Myomo position peaked at $64.4K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Myomo as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.