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Summit Trail Advisors’s Vertical Aerospace EVTL Stock Holding History

Summit Trail Advisors’s Portfolio EVTL Stock Details EVTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Sell
46,318
-100
-0.2% -$455 ﹤0.01% 1413
2025
Q4 		$247K Buy
+46,418
New +$235K ﹤0.01% 1241

Other funds holding EVTL

MCM
Mudrick Capital Management New York $174M AUM 32.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.06B AUM 6.11% 1-Year Est. Return
IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Summit Trail Advisors's EVTL Position: Q1 2026 in Review

Summit Trail Advisors reduced its Vertical Aerospace (EVTL) stake by 0.22% in Q1 2026, selling an estimated $455 and leaving 46,318 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Summit Trail Advisors first reported a position in EVTL in Q4 2025 and has held it in 2 quarters since. The position peaked at $247K in Q4 2025. 77 funds tracked by Wall St. Rank hold EVTL as of Q1 2026.

  • Summit Trail Advisors held 46,318 shares of Vertical Aerospace worth $102K as of Q1 2026.
  • Summit Trail Advisors sold 100 Vertical Aerospace shares in Q1 2026, an estimated $455.
  • Vertical Aerospace made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1413 holding.
  • Summit Trail Advisors first reported a position in Vertical Aerospace in Q4 2025 and has held it in 2 quarters since.
  • Summit Trail Advisors's Vertical Aerospace position peaked at $247K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Vertical Aerospace as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.