Private Wealth Management Group’s Fox Factory Holding Corp FOXF Stock Holding History

Private Wealth Management Group’s Portfolio FOXF Stock Details FOXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.34K	Hold	73	–	–	﹤0.01%	1272
2026 Q2	$1.24K	Hold	73	–	–	﹤0.01%	1262
2026 Q1	$1.2K	Sell	73 -44	-38%	-$796	﹤0.01%	1212
2025 Q4	$2K	Buy	+117	New	+$2.23K	﹤0.01%	1079
2025 Q2	–	Sell	-106	Closed	-$2.48K	–	1534
2025 Q1	$2.48K	Buy	+106	New	+$2.84K	﹤0.01%	987
2024 Q4	–	Sell	-99	Closed	-$4.11K	–	1533
2024 Q3	$4.11K	Buy	99 +13	+15%	+$563	﹤0.01%	807
2024 Q2	$4.14K	Buy	86 +56	+187%	+$2.53K	﹤0.01%	779
2024 Q1	$1.56K	Buy	30 +23	+329%	+$1.36K	﹤0.01%	1085
2023 Q4	$473	Buy	+7	New	+$511	﹤0.01%	1473

Other funds holding FOXF

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Villanova Investment Management Wayne, Pennsylvania $100M AUM 1.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Wealth Management Group's FOXF Position: Q3 2026 in Review

Private Wealth Management Group held its Fox Factory Holding Corp (FOXF) position steady in Q3 2026 at 73 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Private Wealth Management Group first reported a position in FOXF in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.14K in Q2 2024. 77 funds tracked by Wall St. Rank hold FOXF as of Q3 2026.

Private Wealth Management Group held 73 shares of Fox Factory Holding Corp worth $1.34K as of Q3 2026.
Private Wealth Management Group left its Fox Factory Holding Corp share count unchanged in Q3 2026.
Fox Factory Holding Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1272 holding.
Private Wealth Management Group first reported a position in Fox Factory Holding Corp in Q4 2023 and has held it in 9 quarters since.
Private Wealth Management Group's Fox Factory Holding Corp position peaked at $4.14K in Q2 2024.
77 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.