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 Q2	$146K	Hold	35,000	–	–	0.03%	112
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 $40.8M AUM 25.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's AQST Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Aquestive Therapeutics (AQST) position steady in Q2 2026 at 35,000 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #112.

Summit Wealth & Retirement Planning first reported a position in AQST in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold AQST as of Q2 2026.

Summit Wealth & Retirement Planning held 35,000 shares of Aquestive Therapeutics worth $146K as of Q2 2026.
Summit Wealth & Retirement Planning left its Aquestive Therapeutics share count unchanged in Q2 2026.
Aquestive Therapeutics made up 0.03% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #112 holding.
Summit Wealth & Retirement Planning first reported a position in Aquestive Therapeutics in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held Aquestive Therapeutics as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.