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Summit Wealth Group (Colorado)’s e.l.f. Beauty ELF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,296
Closed -$472K – 368
2025
Q3 		$472K Buy
+4,296
New +$530K 0.05% 272

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
ICP
Ilex Capital Partners London, United Kingdom $4.88B AUM 4.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of e.l.f. Beauty (ELF) in Q4 2025, closing a stake of 4,296 shares — an estimated $472K sold.

Summit Wealth Group (Colorado) first reported a position in ELF in Q3 2025 and held it in 1 quarter. The position peaked at $472K in Q3 2025. 459 funds tracked by Wall St. Rank hold ELF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining e.l.f. Beauty position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,296 e.l.f. Beauty shares in Q4 2025, an estimated $472K.
  • Summit Wealth Group (Colorado) first reported a position in e.l.f. Beauty in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s e.l.f. Beauty position peaked at $472K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2025.

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