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Summit Wealth Group (Colorado)’s Ralph Lauren RL Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,215
Closed -$397K – 557
2025
Q3 		$397K Buy
+2,215
New +$660K 0.04% 299

Other funds holding RL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Ralph Lauren (RL) in Q4 2025, closing a stake of 2,215 shares — an estimated $397K sold.

Summit Wealth Group (Colorado) first reported a position in RL in Q3 2025 and held it in 1 quarter. The position peaked at $397K in Q3 2025. 779 funds tracked by Wall St. Rank hold RL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ralph Lauren position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,215 Ralph Lauren shares in Q4 2025, an estimated $397K.
  • Summit Wealth Group (Colorado) first reported a position in Ralph Lauren in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ralph Lauren position peaked at $397K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2025.

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