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SVB Wealth’s Summit Therapeutics SMMT Stock Holding History

SVB Wealth’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,250
Closed -$236K – 1448
2025
Q1 		$236K Sell
12,250
-3,100
-20% -$62.2K 0.01% 290
2024
Q4 		$274K Buy
+15,350
New +$298K 0.01% 591
2024
Q3 		– Sell
-17,150
Closed -$134K – 510
2024
Q2 		$134K Buy
+17,150
New +$92.6K ﹤0.01% 700

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SVB Wealth's SMMT Position: Q2 2025 in Review

SVB Wealth sold out of Summit Therapeutics (SMMT) in Q2 2025, closing a stake of 12,250 shares — an estimated $236K sold.

SVB Wealth first reported a position in SMMT in Q2 2024 and held it in 3 quarters. The position peaked at $274K in Q4 2024. 238 funds tracked by Wall St. Rank hold SMMT as of Q2 2025.

  • SVB Wealth reported no remaining Summit Therapeutics position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 12,250 Summit Therapeutics shares in Q2 2025, an estimated $236K.
  • SVB Wealth first reported a position in Summit Therapeutics in Q2 2024 and held it in 3 quarters.
  • SVB Wealth's Summit Therapeutics position peaked at $274K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.