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Summit Wealth Group (Colorado)’s STMicroelectronics STM Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,567
Closed -$230K – 598
2025
Q3 		$230K Buy
+4,567
New +$128K 0.02% 429

Other funds holding STM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of STMicroelectronics (STM) in Q4 2025, closing a stake of 4,567 shares — an estimated $230K sold.

Summit Wealth Group (Colorado) first reported a position in STM in Q3 2025 and held it in 1 quarter. The position peaked at $230K in Q3 2025. 321 funds tracked by Wall St. Rank hold STM as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining STMicroelectronics position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,567 STMicroelectronics shares in Q4 2025, an estimated $230K.
  • Summit Wealth Group (Colorado) first reported a position in STMicroelectronics in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s STMicroelectronics position peaked at $230K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held STMicroelectronics as of Q4 2025.

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