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True Wealth Design’s Summit Therapeutics SMMT Stock Holding History

True Wealth Design’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
2026
Q2 		$146 Buy
10
+7
+233% +$124 ﹤0.01% 2498
2026
Q1 		$57 Sell
3
-3
-50% -$49 ﹤0.01% 2554
2025
Q4 		$105 Sell
6
-1
-14% -$19 ﹤0.01% 2339
2025
Q3 		$145 Sell
7
-11
-61% -$267 ﹤0.01% 2374
2025
Q2 		$384 Buy
18
+14
+350% +$319 ﹤0.01% 1844
2025
Q1 		$78 Hold
4
– – ﹤0.01% 2281
2024
Q4 		$72 Buy
+4
New +$78 ﹤0.01% 1298

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

True Wealth Design's SMMT Position: Q2 2026 in Review

True Wealth Design increased its Summit Therapeutics (SMMT) stake by 233% in Q2 2026, buying an estimated $124 and bringing the position to 10 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

True Wealth Design first reported a position in SMMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $384 in Q2 2025. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • True Wealth Design held 10 shares of Summit Therapeutics worth $146 as of Q2 2026.
  • True Wealth Design bought 7 Summit Therapeutics shares in Q2 2026, an estimated $124.
  • Summit Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2498 holding.
  • True Wealth Design first reported a position in Summit Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Summit Therapeutics position peaked at $384 in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.