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Wealthspire Advisors (New York)’s Sanara MedTech SMTI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SMTI Stock Details SMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,109
Closed -$194K – 2600
2025
Q3 		$194K Buy
+6,109
New +$184K ﹤0.01% 806

Other funds holding SMTI

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BlackRock
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Vanguard Group
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SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s SMTI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sanara MedTech (SMTI) in Q4 2025, closing a stake of 6,109 shares — an estimated $194K sold.

Wealthspire Advisors (New York) first reported a position in SMTI in Q3 2025 and held it in 1 quarter. The position peaked at $194K in Q3 2025. 53 funds tracked by Wall St. Rank hold SMTI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sanara MedTech position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,109 Sanara MedTech shares in Q4 2025, an estimated $194K.
  • Wealthspire Advisors (New York) first reported a position in Sanara MedTech in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sanara MedTech position peaked at $194K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Sanara MedTech as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.