SWGC
FTI icon

Summit Wealth Group (Colorado)’s TechnipFMC FTI Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FTI Stock Details FTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,480
Closed -$335K – 400
2025
Q3 		$335K Buy
+16,480
New +$603K 0.04% 335

Other funds holding FTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of TechnipFMC (FTI) in Q4 2025, closing a stake of 16,480 shares — an estimated $335K sold.

Summit Wealth Group (Colorado) first reported a position in FTI in Q3 2025 and held it in 1 quarter. The position peaked at $335K in Q3 2025. 641 funds tracked by Wall St. Rank hold FTI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining TechnipFMC position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 16,480 TechnipFMC shares in Q4 2025, an estimated $335K.
  • Summit Wealth Group (Colorado) first reported a position in TechnipFMC in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s TechnipFMC position peaked at $335K in Q3 2025.
  • 641 funds tracked by Wall St. Rank held TechnipFMC as of Q4 2025.

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