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Summit Wealth Group (Colorado)’s PAVmed PAVM Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,434
Closed -$2.29M – 394
2025
Q3 		$2.29M Buy
+1,434
New +$21.3K 0.35% 48

Other funds holding PAVM

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of PAVmed (PAVM) in Q4 2025, closing a stake of 1,434 shares — an estimated $2.29M sold.

Summit Wealth Group (Colorado) first reported a position in PAVM in Q3 2025 and held it in 1 quarter. The position peaked at $2.29M in Q3 2025. 28 funds tracked by Wall St. Rank hold PAVM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining PAVmed position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,434 PAVmed shares in Q4 2025, an estimated $2.29M.
  • Summit Wealth Group (Colorado) first reported a position in PAVmed in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PAVmed position peaked at $2.29M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held PAVmed as of Q4 2025.

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