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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
Q3 		$39K Hold
25,000
– – ﹤0.01% 162
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 $464M AUM 21.88% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's MYO Position: Q3 2026 in Review

Summit Financial Strategies held its Myomo (MYO) position steady in Q3 2026 at 25,000 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Summit Financial Strategies first reported a position in MYO in Q4 2023 and has held it in 12 quarters since. The position peaked at $64.4K in Q4 2024. 6 funds tracked by Wall St. Rank hold MYO as of Q3 2026.

  • Summit Financial Strategies held 25,000 shares of Myomo worth $39K as of Q3 2026.
  • Summit Financial Strategies left its Myomo share count unchanged in Q3 2026.
  • Myomo made up ﹤0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #162 holding.
  • Summit Financial Strategies first reported a position in Myomo in Q4 2023 and has held it in 12 quarters since.
  • Summit Financial Strategies's Myomo position peaked at $64.4K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Myomo as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.