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Summit Wealth Group (Colorado)’s Runway Growth Finance RWAY Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RWAY Stock Details RWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,770
Closed -$189K – 565
2025
Q3 		$189K Buy
+14,770
New +$159K 0.02% 470

Other funds holding RWAY

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
AFA
Allium Financial Advisors Lake Oswego, Oregon $153M AUM 28.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Runway Growth Finance (RWAY) in Q4 2025, closing a stake of 14,770 shares — an estimated $189K sold.

Summit Wealth Group (Colorado) first reported a position in RWAY in Q3 2025 and held it in 1 quarter. The position peaked at $189K in Q3 2025. 84 funds tracked by Wall St. Rank hold RWAY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Runway Growth Finance position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14,770 Runway Growth Finance shares in Q4 2025, an estimated $189K.
  • Summit Wealth Group (Colorado) first reported a position in Runway Growth Finance in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Runway Growth Finance position peaked at $189K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Runway Growth Finance as of Q4 2025.

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