SFWA
CODX

Summit Financial Wealth Advisors’s Co-Diagnostics CODX Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,333
Closed -$6.74K – 200
2025
Q4 		$6.74K Buy
+1,333
New +$14.5K ﹤0.01% 195

Other funds holding CODX

PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

Summit Financial Wealth Advisors's CODX Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of Co-Diagnostics (CODX) in Q1 2026, closing a stake of 1,333 shares — an estimated $6.74K sold.

Summit Financial Wealth Advisors first reported a position in CODX in Q4 2025 and held it in 1 quarter. The position peaked at $6.74K in Q4 2025. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

  • Summit Financial Wealth Advisors reported no remaining Co-Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,333 Co-Diagnostics shares in Q1 2026, an estimated $6.74K.
  • Summit Financial Wealth Advisors first reported a position in Co-Diagnostics in Q4 2025 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Co-Diagnostics position peaked at $6.74K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.