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Summit Wealth Group (Colorado)’s SPS Commerce SPSC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,579
Closed -$1.63M – 592
2025
Q3 		$1.63M Buy
+9,579
New +$1.14M 0.17% 104

Other funds holding SPSC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of SPS Commerce (SPSC) in Q4 2025, closing a stake of 9,579 shares — an estimated $1.63M sold.

Summit Wealth Group (Colorado) first reported a position in SPSC in Q3 2025 and held it in 1 quarter. The position peaked at $1.63M in Q3 2025. 367 funds tracked by Wall St. Rank hold SPSC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SPS Commerce position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,579 SPS Commerce shares in Q4 2025, an estimated $1.63M.
  • Summit Wealth Group (Colorado) first reported a position in SPS Commerce in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SPS Commerce position peaked at $1.63M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held SPS Commerce as of Q4 2025.

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