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Summit Wealth Group (Colorado)’s RXO RXO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,430
Closed -$211K – 432
2025
Q3 		$211K Buy
+4,430
New +$71.4K 0.03% 254

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of RXO (RXO) in Q4 2025, closing a stake of 4,430 shares — an estimated $211K sold.

Summit Wealth Group (Colorado) first reported a position in RXO in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 269 funds tracked by Wall St. Rank hold RXO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining RXO position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,430 RXO shares in Q4 2025, an estimated $211K.
  • Summit Wealth Group (Colorado) first reported a position in RXO in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s RXO position peaked at $211K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held RXO as of Q4 2025.

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