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Summit Wealth Group (Colorado)’s Travelzoo TZOO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio TZOO Stock Details TZOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,335
Closed -$509K – 466
2025
Q3 		$509K Buy
+2,335
New +$25.1K 0.08% 139

Other funds holding TZOO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Travelzoo (TZOO) in Q4 2025, closing a stake of 2,335 shares — an estimated $509K sold.

Summit Wealth Group (Colorado) first reported a position in TZOO in Q3 2025 and held it in 1 quarter. The position peaked at $509K in Q3 2025. 83 funds tracked by Wall St. Rank hold TZOO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Travelzoo position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,335 Travelzoo shares in Q4 2025, an estimated $509K.
  • Summit Wealth Group (Colorado) first reported a position in Travelzoo in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Travelzoo position peaked at $509K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Travelzoo as of Q4 2025.

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