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Summit Wealth Group (Colorado)’s Church & Dwight Co CHD Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-4,051
Closed -$371K – 328
2025
Q3 		$371K Buy
+4,051
New +$380K 0.04% 313

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Geode Capital Management
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Stifel Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Church & Dwight Co (CHD) in Q4 2025, closing a stake of 4,051 shares — an estimated $371K sold.

Summit Wealth Group (Colorado) first reported a position in CHD in Q3 2025 and held it in 1 quarter. The position peaked at $371K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold CHD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Church & Dwight Co position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,051 Church & Dwight Co shares in Q4 2025, an estimated $371K.
  • Summit Wealth Group (Colorado) first reported a position in Church & Dwight Co in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Church & Dwight Co position peaked at $371K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Church & Dwight Co as of Q4 2025.

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