SWGC
FOXF icon

Summit Wealth Group (Colorado)’s Fox Factory Holding Corp FOXF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,980
Closed -$989K – 397
2025
Q3 		$989K Buy
+9,980
New +$281K 0.1% 164

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $589M AUM 9.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Fox Factory Holding Corp (FOXF) in Q4 2025, closing a stake of 9,980 shares — an estimated $989K sold.

Summit Wealth Group (Colorado) first reported a position in FOXF in Q3 2025 and held it in 1 quarter. The position peaked at $989K in Q3 2025. 209 funds tracked by Wall St. Rank hold FOXF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Fox Factory Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,980 Fox Factory Holding Corp shares in Q4 2025, an estimated $989K.
  • Summit Wealth Group (Colorado) first reported a position in Fox Factory Holding Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Fox Factory Holding Corp position peaked at $989K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2025.

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