Wealth Enhancement Advisory Services
SMMT icon

Wealth Enhancement Advisory Services’s Summit Therapeutics SMMT Stock Holding History

Wealth Enhancement Advisory Services’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
-20,875
Closed -$390K – 3839
2025
Q4 		$390K Buy
20,875
+4,464
+27% +$84K ﹤0.01% 2687
2025
Q3 		$366K Buy
16,411
+5,833
+55% +$141K ﹤0.01% 2619
2025
Q2 		$260K Buy
+10,578
New +$241K ﹤0.01% 2756

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

Wealth Enhancement Advisory Services's SMMT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Summit Therapeutics (SMMT) in Q1 2026, closing a stake of 20,875 shares — an estimated $390K sold.

Wealth Enhancement Advisory Services first reported a position in SMMT in Q2 2025 and held it in 3 quarters. The position peaked at $390K in Q4 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Summit Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,875 Summit Therapeutics shares in Q1 2026, an estimated $390K.
  • Wealth Enhancement Advisory Services first reported a position in Summit Therapeutics in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Summit Therapeutics position peaked at $390K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.