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Summit Wealth Group (Colorado)’s International Flavors & Fragrances IFF Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio IFF Stock Details IFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,695
Closed -$1.1M – 435
2025
Q3 		$1.1M Buy
+9,695
New +$666K 0.12% 149

Other funds holding IFF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Freemont Capital Singapore $4.9B AUM 11.61% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of International Flavors & Fragrances (IFF) in Q4 2025, closing a stake of 9,695 shares — an estimated $1.1M sold.

Summit Wealth Group (Colorado) first reported a position in IFF in Q3 2025 and held it in 1 quarter. The position peaked at $1.1M in Q3 2025. 707 funds tracked by Wall St. Rank hold IFF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining International Flavors & Fragrances position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,695 International Flavors & Fragrances shares in Q4 2025, an estimated $1.1M.
  • Summit Wealth Group (Colorado) first reported a position in International Flavors & Fragrances in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s International Flavors & Fragrances position peaked at $1.1M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held International Flavors & Fragrances as of Q4 2025.

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