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Summit Financial Wealth Advisors’s Sagimet Biosciences SGMT Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SGMT Stock Details SGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,000
Closed -$42.4K – 171
2025
Q1 		$42.4K Hold
13,000
– – 0.01% 151
2024
Q4 		$60.6K Buy
+13,000
New +$65.9K 0.01% 150

Other funds holding SGMT

WP
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BOCH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.23B AUM 15% 1-Year Est. Return

Summit Financial Wealth Advisors's SGMT Position: Q2 2025 in Review

Summit Financial Wealth Advisors sold out of Sagimet Biosciences (SGMT) in Q2 2025, closing a stake of 13,000 shares — an estimated $42.4K sold.

Summit Financial Wealth Advisors first reported a position in SGMT in Q4 2024 and held it in 2 quarters. The position peaked at $60.6K in Q4 2024. 67 funds tracked by Wall St. Rank hold SGMT as of Q2 2025.

  • Summit Financial Wealth Advisors reported no remaining Sagimet Biosciences position as of Q2 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 13,000 Sagimet Biosciences shares in Q2 2025, an estimated $42.4K.
  • Summit Financial Wealth Advisors first reported a position in Sagimet Biosciences in Q4 2024 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's Sagimet Biosciences position peaked at $60.6K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Sagimet Biosciences as of Q2 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2025, filed 29 Sep 2025.