Summit Trail Advisors’s HUTCHMED HCM Stock Holding History

Summit Trail Advisors’s Portfolio HCM Stock Details HCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$196K	Sell	13,090 -1,004	-7%	-$14.7K	﹤0.01%	1378
2025 Q4	$188K	Hold	14,094	–	–	﹤0.01%	1275
2025 Q3	$222K	Hold	14,094	–	–	﹤0.01%	1273
2025 Q2	$212K	Hold	14,094	–	–	﹤0.01%	1039
2025 Q1	$212K	Buy	14,094 +1,004	+8%	+$14.8K	0.01%	371
2024 Q4	$189K	Buy	13,090 +1,647	+14%	+$29.4K	0.01%	362
2024 Q3	$223K	Buy	+11,443	New	+$207K	0.01%	647

Other funds holding HCM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Summit Trail Advisors reduced its HUTCHMED (HCM) stake by 7.1% in Q1 2026, selling an estimated $14.7K and leaving 13,090 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Summit Trail Advisors first reported a position in HCM in Q3 2024 and has held it in 7 quarters since. The position peaked at $223K in Q3 2024. 54 funds tracked by Wall St. Rank hold HCM as of Q1 2026.

Summit Trail Advisors held 13,090 shares of HUTCHMED worth $196K as of Q1 2026.
Summit Trail Advisors sold 1,004 HUTCHMED shares in Q1 2026, an estimated $14.7K.
HUTCHMED made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1378 holding.
Summit Trail Advisors first reported a position in HUTCHMED in Q3 2024 and has held it in 7 quarters since.
Summit Trail Advisors's HUTCHMED position peaked at $223K in Q3 2024.
54 funds tracked by Wall St. Rank held HUTCHMED as of Q1 2026.

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