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Summit Wealth Group (Colorado)’s Smith-Midland SMID Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,493
Closed -$249K – 446
2025
Q3 		$249K Buy
+2,493
New +$96.1K 0.04% 229

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Smith-Midland (SMID) in Q4 2025, closing a stake of 2,493 shares — an estimated $249K sold.

Summit Wealth Group (Colorado) first reported a position in SMID in Q3 2025 and held it in 1 quarter. The position peaked at $249K in Q3 2025. 57 funds tracked by Wall St. Rank hold SMID as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Smith-Midland position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,493 Smith-Midland shares in Q4 2025, an estimated $249K.
  • Summit Wealth Group (Colorado) first reported a position in Smith-Midland in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Smith-Midland position peaked at $249K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q4 2025.

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