SWGC
FOXA icon

Summit Wealth Group (Colorado)’s Fox Class A FOXA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,465
Closed -$236K – 398
2025
Q3 		$236K Buy
+1,465
New +$84.8K 0.03% 426

Other funds holding FOXA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Fox Class A (FOXA) in Q4 2025, closing a stake of 1,465 shares — an estimated $236K sold.

Summit Wealth Group (Colorado) first reported a position in FOXA in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 786 funds tracked by Wall St. Rank hold FOXA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Fox Class A position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,465 Fox Class A shares in Q4 2025, an estimated $236K.
  • Summit Wealth Group (Colorado) first reported a position in Fox Class A in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Fox Class A position peaked at $236K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Fox Class A as of Q4 2025.

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