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Summit Wealth Group (Colorado)’s Kimberly-Clark KMB Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-53,120
Closed -$3.05M – 456
2025
Q3 		$3.05M Buy
+53,120
New +$6.87M 0.32% 55

Other funds holding KMB

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Summit Wealth Group (Colorado) sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 53,120 shares — an estimated $3.05M sold.

Summit Wealth Group (Colorado) first reported a position in KMB in Q3 2025 and held it in 1 quarter. The position peaked at $3.05M in Q3 2025. 1,682 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 53,120 Kimberly-Clark shares in Q4 2025, an estimated $3.05M.
  • Summit Wealth Group (Colorado) first reported a position in Kimberly-Clark in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kimberly-Clark position peaked at $3.05M in Q3 2025.
  • 1,682 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

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