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Summit Wealth Group (Colorado)’s Smith & Wesson SWBI Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,157
Closed -$280K – 601
2025
Q3 		$280K Buy
+1,157
New +$9.87K 0.03% 374

Other funds holding SWBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Smith & Wesson (SWBI) in Q4 2025, closing a stake of 1,157 shares — an estimated $280K sold.

Summit Wealth Group (Colorado) first reported a position in SWBI in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 169 funds tracked by Wall St. Rank hold SWBI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Smith & Wesson position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,157 Smith & Wesson shares in Q4 2025, an estimated $280K.
  • Summit Wealth Group (Colorado) first reported a position in Smith & Wesson in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Smith & Wesson position peaked at $280K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2025.

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