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Vance Wealth’s Summit Therapeutics SMMT Stock Holding History

Vance 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
2026
Q2 		$291K Hold
19,983
– – 0.07% 109
2026
Q1 		$379K Hold
19,983
– – 0.11% 84
2025
Q4 		$350K Buy
19,983
+79
+0.4% +$1.49K 0.1% 90
2025
Q3 		$411K Sell
19,904
-11
-0.1% -$267 0.13% 74
2025
Q2 		$424K Buy
19,915
+8
+0% +$182 0.14% 74
2025
Q1 		$384K Buy
19,907
+11
+0.1% +$221 0.14% 74
2024
Q4 		$355K Buy
19,896
+11
+0.1% +$213 0.14% 71
2024
Q3 		$435K Sell
19,885
-19,381
-49% -$271K 0.16% 62
2024
Q2 		$306K Hold
39,266
– – 0.13% 73
2024
Q1 		$163K Hold
39,266
– – 0.06% 91
2023
Q4 		$102K Hold
39,266
– – 0.04% 81
2023
Q3 		$73.4K Hold
39,266
– – 0.03% 79
2023
Q2 		$98.6K Hold
39,266
– – 0.04% 79
2023
Q1 		$68.7K Buy
39,266
+25,967
+195% +$70.8K 0.04% 71
2022
Q4 		$56.5K Hold
13,299
– – 0.04% 72
2022
Q3 		$16K Hold
13,299
– – 0.01% 64
2022
Q2 		$13K Hold
13,299
– – 0.01% 61
2022
Q1 		$33K Buy
13,299
+1,000
+8% +$2.52K 0.04% 56
2021
Q4 		$33K Buy
+12,299
New +$59.1K 0.03% 61

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

Vance Wealth's SMMT Position: Q2 2026 in Review

Vance Wealth held its Summit Therapeutics (SMMT) position steady in Q2 2026 at 19,983 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #109.

Vance Wealth first reported a position in SMMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $435K in Q3 2024. 242 funds tracked by Wall St. Rank hold SMMT as of Q2 2026.

  • Vance Wealth held 19,983 shares of Summit Therapeutics worth $291K as of Q2 2026.
  • Vance Wealth left its Summit Therapeutics share count unchanged in Q2 2026.
  • Summit Therapeutics made up 0.07% of Vance Wealth's portfolio in Q2 2026, its #109 holding.
  • Vance Wealth first reported a position in Summit Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's Summit Therapeutics position peaked at $435K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Summit Therapeutics as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.