SWGC
ZBIO

Summit Wealth Group (Colorado)’s Zenas BioPharma ZBIO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ZBIO Stock Details ZBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51,356
Closed -$2.69M – 500
2025
Q3 		$2.69M Buy
+51,356
New +$836K 0.42% 41

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 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
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Zenas BioPharma (ZBIO) in Q4 2025, closing a stake of 51,356 shares — an estimated $2.69M sold.

Summit Wealth Group (Colorado) first reported a position in ZBIO in Q3 2025 and held it in 1 quarter. The position peaked at $2.69M in Q3 2025. 118 funds tracked by Wall St. Rank hold ZBIO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Zenas BioPharma position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 51,356 Zenas BioPharma shares in Q4 2025, an estimated $2.69M.
  • Summit Wealth Group (Colorado) first reported a position in Zenas BioPharma in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Zenas BioPharma position peaked at $2.69M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Zenas BioPharma as of Q4 2025.

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