SWGC
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Summit Wealth Group (Colorado)’s Champion Homes SKY Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,961
Closed -$15K – 580
2025
Q3 		$15K Buy
+14,961
New +$1.06M ﹤0.01% 488

Other funds holding SKY

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Champion Homes (SKY) in Q4 2025, closing a stake of 14,961 shares — an estimated $15K sold.

Summit Wealth Group (Colorado) first reported a position in SKY in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 351 funds tracked by Wall St. Rank hold SKY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Champion Homes position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14,961 Champion Homes shares in Q4 2025, an estimated $15K.
  • Summit Wealth Group (Colorado) first reported a position in Champion Homes in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Champion Homes position peaked at $15K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Champion Homes as of Q4 2025.

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