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Summit Financial’s Church & Dwight Co CHD Stock Holding History

Summit Financial’s Portfolio CHD Stock Details CHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Sell
12,833
-1,271
-9% -$121K 0.01% 772
2026
Q1 		$1.32M Buy
14,104
+199
+1% +$19.1K 0.02% 689
2025
Q4 		$1.17M Sell
13,905
-925
-6% -$79K 0.02% 614
2025
Q3 		$1.3M Sell
14,830
-458
-3% -$42.9K 0.02% 579
2025
Q2 		$1.47M Sell
15,288
-704
-4% -$69.4K 0.03% 345
2025
Q1 		$1.76M Sell
15,992
-51
-0.3% -$5.46K 0.05% 274
2024
Q4 		$1.68M Buy
16,043
+1,511
+10% +$159K 0.06% 241
2024
Q3 		$1.52M Sell
14,532
-621
-4% -$63.7K 0.06% 206
2024
Q2 		$1.57M Buy
15,153
+245
+2% +$25.9K 0.07% 177
2024
Q1 		$1.56M Buy
14,908
+5,057
+51% +$506K 0.09% 127
2023
Q4 		$932K Buy
9,851
+97
+1% +$8.88K 0.06% 176
2023
Q3 		$894K Sell
9,754
-101
-1% -$9.67K 0.07% 172
2023
Q2 		$988K Sell
9,855
-170
-2% -$16K 0.07% 156
2023
Q1 		$886K Sell
10,025
-37
-0.4% -$3.09K 0.08% 128
2022
Q4 		$811K Sell
10,062
-115
-1% -$8.82K 0.08% 132
2022
Q3 		$727K Buy
10,177
+1,069
+12% +$92.2K 0.07% 137
2022
Q2 		$844K Sell
9,108
-793
-8% -$74.9K 0.08% 113
2022
Q1 		$984K Buy
9,901
+566
+6% +$56.4K 0.08% 120
2021
Q4 		$957K Buy
9,335
+118
+1% +$10.7K 0.07% 112
2021
Q3 		$761K Buy
+9,217
New +$781K 0.07% 99

Other funds holding CHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial's CHD Position: Q2 2026 in Review

Summit Financial reduced its Church & Dwight Co (CHD) stake by 9% in Q2 2026, selling an estimated $121K and leaving 12,833 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #772.

Summit Financial first reported a position in CHD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.76M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold CHD as of Q2 2026.

  • Summit Financial held 12,833 shares of Church & Dwight Co worth $1.24M as of Q2 2026.
  • Summit Financial sold 1,271 Church & Dwight Co shares in Q2 2026, an estimated $121K.
  • Church & Dwight Co made up 0.01% of Summit Financial's portfolio in Q2 2026, its #772 holding.
  • Summit Financial first reported a position in Church & Dwight Co in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's Church & Dwight Co position peaked at $1.76M in Q1 2025.
  • 1,066 funds tracked by Wall St. Rank held Church & Dwight Co as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.