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Summit Wealth Group (Colorado)’s Nasdaq NDAQ Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,670
Closed -$268K – 383
2025
Q3 		$268K Buy
+4,670
New +$433K 0.04% 211

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IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Nasdaq (NDAQ) in Q4 2025, closing a stake of 4,670 shares — an estimated $268K sold.

Summit Wealth Group (Colorado) first reported a position in NDAQ in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold NDAQ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Nasdaq position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,670 Nasdaq shares in Q4 2025, an estimated $268K.
  • Summit Wealth Group (Colorado) first reported a position in Nasdaq in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Nasdaq position peaked at $268K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Nasdaq as of Q4 2025.

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