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Summit Wealth Group (Colorado)’s Fulcrum Therapeutics FULC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-533
Closed -$616K – 328
2025
Q3 		$616K Buy
+533
New +$3.86K 0.1% 121

Other funds holding FULC

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Fulcrum Therapeutics (FULC) in Q4 2025, closing a stake of 533 shares — an estimated $616K sold.

Summit Wealth Group (Colorado) first reported a position in FULC in Q3 2025 and held it in 1 quarter. The position peaked at $616K in Q3 2025. 172 funds tracked by Wall St. Rank hold FULC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Fulcrum Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 533 Fulcrum Therapeutics shares in Q4 2025, an estimated $616K.
  • Summit Wealth Group (Colorado) first reported a position in Fulcrum Therapeutics in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Fulcrum Therapeutics position peaked at $616K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q4 2025.

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