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Summit Global Investments’s InfuSystem Holdings INFU Stock Holding History

Summit Global Investments’s Portfolio INFU Stock Details INFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,225
Closed -$64K – 510
2025
Q2 		$64K Buy
10,225
+192
+2% +$1.06K ﹤0.01% 456
2025
Q1 		$54K Sell
10,033
-193
-2% -$1.41K ﹤0.01% 425
2024
Q4 		$86K Buy
+10,226
New +$80.6K 0.01% 516
2021
Q4 		– Sell
-10,400
Closed -$136K – 574
2021
Q3 		$136K Buy
+10,400
New +$170K 0.01% 455

Other funds holding INFU

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Summit Global Investments's INFU Position: Q3 2025 in Review

Summit Global Investments sold out of InfuSystem Holdings (INFU) in Q3 2025, closing a stake of 10,225 shares — an estimated $64K sold.

Summit Global Investments first reported a position in INFU in Q3 2021 and held it in 4 quarters. The position peaked at $136K in Q3 2021. 98 funds tracked by Wall St. Rank hold INFU as of Q3 2025.

  • Summit Global Investments reported no remaining InfuSystem Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 10,225 InfuSystem Holdings shares in Q3 2025, an estimated $64K.
  • Summit Global Investments first reported a position in InfuSystem Holdings in Q3 2021 and held it in 4 quarters.
  • Summit Global Investments's InfuSystem Holdings position peaked at $136K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.