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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
Q2 		$80.6K Hold
46,318
– – ﹤0.01% 1461
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 $448M AUM 62.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's EVTL Position: Q2 2026 in Review

Summit Trail Advisors held its Vertical Aerospace (EVTL) position steady in Q2 2026 at 46,318 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Summit Trail Advisors first reported a position in EVTL in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 81 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

  • Summit Trail Advisors held 46,318 shares of Vertical Aerospace worth $80.6K as of Q2 2026.
  • Summit Trail Advisors left its Vertical Aerospace share count unchanged in Q2 2026.
  • Vertical Aerospace made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1461 holding.
  • Summit Trail Advisors first reported a position in Vertical Aerospace in Q4 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's Vertical Aerospace position peaked at $247K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.