SWRP
AQST icon

Summit Wealth & Retirement Planning’s Aquestive Therapeutics AQST Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio AQST Stock Details AQST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
35,000
+20,000
+133% +$81.2K 0.03% 107
2025
Q4 		$96.9K Hold
15,000
– – 0.02% 110
2025
Q3 		$83.8K Buy
15,000
+5,000
+50% +$21.6K 0.02% 104
2025
Q2 		$33.1K Hold
10,000
– – 0.01% 101
2025
Q1 		$29K Buy
+10,000
New +$30.3K 0.01% 78

Other funds holding AQST

BCM
Bratton Capital Management Fort Worth, Texas $40.7M AUM 43.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's AQST Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Aquestive Therapeutics (AQST) stake by 133% in Q1 2026, buying an estimated $81.2K and bringing the position to 35,000 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #107.

Summit Wealth & Retirement Planning first reported a position in AQST in Q1 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold AQST as of Q1 2026.

  • Summit Wealth & Retirement Planning held 35,000 shares of Aquestive Therapeutics worth $145K as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 20,000 Aquestive Therapeutics shares in Q1 2026, an estimated $81.2K.
  • Aquestive Therapeutics made up 0.03% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #107 holding.
  • Summit Wealth & Retirement Planning first reported a position in Aquestive Therapeutics in Q1 2025 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held Aquestive Therapeutics as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.