SWGC
UAMY icon

Summit Wealth Group (Colorado)’s United States Antimony UAMY Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio UAMY Stock Details UAMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-25,372
Closed -$810K – 622
2025
Q3 		$810K Buy
+25,372
New +$106K 0.09% 199

Other funds holding UAMY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of United States Antimony (UAMY) in Q4 2025, closing a stake of 25,372 shares — an estimated $810K sold.

Summit Wealth Group (Colorado) first reported a position in UAMY in Q3 2025 and held it in 1 quarter. The position peaked at $810K in Q3 2025. 206 funds tracked by Wall St. Rank hold UAMY as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining United States Antimony position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 25,372 United States Antimony shares in Q4 2025, an estimated $810K.
  • Summit Wealth Group (Colorado) first reported a position in United States Antimony in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s United States Antimony position peaked at $810K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held United States Antimony as of Q4 2025.

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