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United Financial Planning Group’s Summit Therapeutics SMMT Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-20
Closed -$350 – 603
2025
Q4 		$350 Buy
+20
New +$376 ﹤0.01% 426

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

United Financial Planning Group's SMMT Position: Q1 2026 in Review

United Financial Planning Group sold out of Summit Therapeutics (SMMT) in Q1 2026, closing a stake of 20 shares — an estimated $350 sold.

United Financial Planning Group first reported a position in SMMT in Q4 2025 and held it in 1 quarter. The position peaked at $350 in Q4 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • United Financial Planning Group reported no remaining Summit Therapeutics position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 20 Summit Therapeutics shares in Q1 2026, an estimated $350.
  • United Financial Planning Group first reported a position in Summit Therapeutics in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Summit Therapeutics position peaked at $350 in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.