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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
-51,308
Closed -$2.83M – 365
2025
Q3 		$2.83M Buy
+51,308
New +$6.63M 0.44% 37

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B 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 51,308 shares — an estimated $2.83M sold.

Summit Wealth Group (Colorado) first reported a position in KMB in Q3 2025 and held it in 1 quarter. The position peaked at $2.83M in Q3 2025. 1,677 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 51,308 Kimberly-Clark shares in Q4 2025, an estimated $2.83M.
  • 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 $2.83M in Q3 2025.
  • 1,677 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.