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Summit Wealth Group (Colorado)’s Asbury Automotive ABG Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ABG Stock Details ABG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,858
Closed -$427K – 276
2025
Q3 		$427K Buy
+1,858
New +$452K 0.05% 289

Other funds holding ABG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ABG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Asbury Automotive (ABG) in Q4 2025, closing a stake of 1,858 shares — an estimated $427K sold.

Summit Wealth Group (Colorado) first reported a position in ABG in Q3 2025 and held it in 1 quarter. The position peaked at $427K in Q3 2025. 326 funds tracked by Wall St. Rank hold ABG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Asbury Automotive position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,858 Asbury Automotive shares in Q4 2025, an estimated $427K.
  • Summit Wealth Group (Colorado) first reported a position in Asbury Automotive in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Asbury Automotive position peaked at $427K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Asbury Automotive as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.