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Summit Wealth Group (Colorado)’s Qualys QLYS Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,669
Closed -$712K – 545
2025
Q3 		$712K Buy
+4,669
New +$633K 0.08% 217

Other funds holding QLYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Qualys (QLYS) in Q4 2025, closing a stake of 4,669 shares — an estimated $712K sold.

Summit Wealth Group (Colorado) first reported a position in QLYS in Q3 2025 and held it in 1 quarter. The position peaked at $712K in Q3 2025. 448 funds tracked by Wall St. Rank hold QLYS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Qualys position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,669 Qualys shares in Q4 2025, an estimated $712K.
  • Summit Wealth Group (Colorado) first reported a position in Qualys in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Qualys position peaked at $712K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Qualys as of Q4 2025.

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