Summit Securities Group’s Ferrari RACE Stock Holding History

Summit Securities Group’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$235K	–	849
2024 Q3	$235K	Buy	+500	New	+$224K	0.06%	151
2021 Q2	–	Sell	-30	Closed	-$628K	–	831
2021 Q1	$628K	Buy	+30	New	+$6.14K	0.07%	277
2020 Q2	–	Sell	-90	Closed	-$1.37M	–	467
2020 Q1	$1.37M	Buy	+90	New	+$14.5K	0.24%	90
2019 Q4	–	Sell	-30	Closed	-$462K	–	504
2019 Q3	$462K	Buy	30 +12	+67%	+$1.92K	0.04%	210
2019 Q2	$291K	Buy	+18	New	+$2.59K	0.03%	263

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's RACE Position: Q1 2026 in Review

Summit Securities Group opened a new position in Ferrari (RACE) in Q1 2026: 4 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in RACE as recently as Q1 2025.

Summit Securities Group first reported a position in RACE in Q2 2019 and has held it in 5 quarters since. The position peaked at $919K in Q1 2025. 713 funds tracked by Wall St. Rank hold RACE as of Q1 2026.

Summit Securities Group held 4 shares of Ferrari worth $1.35K as of Q1 2026.
Ferrari was a new Summit Securities Group position in Q1 2026.
Ferrari made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #976 holding.
Summit Securities Group first reported a position in Ferrari in Q2 2019 and has held it in 5 quarters since.
Summit Securities Group's Ferrari position peaked at $919K in Q1 2025.
713 funds tracked by Wall St. Rank held Ferrari as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.