SWGC
SCS

Summit Wealth Group (Colorado)’s Steelcase SCS Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,945
Closed -$217K – 435
2025
Q3 		$217K Buy
+2,945
New +$42.5K 0.03% 248

Other funds holding SCS

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Steelcase (SCS) in Q4 2025, closing a stake of 2,945 shares — an estimated $217K sold.

Summit Wealth Group (Colorado) first reported a position in SCS in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 3 funds tracked by Wall St. Rank hold SCS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Steelcase position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,945 Steelcase shares in Q4 2025, an estimated $217K.
  • Summit Wealth Group (Colorado) first reported a position in Steelcase in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Steelcase position peaked at $217K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Steelcase as of Q4 2025.

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