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Summit Wealth Group (Colorado)’s Ziff Davis ZD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,182
Closed -$469K – 494
2025
Q3 		$469K Buy
+10,182
New +$357K 0.07% 147

Other funds holding ZD

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Ziff Davis (ZD) in Q4 2025, closing a stake of 10,182 shares — an estimated $469K sold.

Summit Wealth Group (Colorado) first reported a position in ZD in Q3 2025 and held it in 1 quarter. The position peaked at $469K in Q3 2025. 276 funds tracked by Wall St. Rank hold ZD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Ziff Davis position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,182 Ziff Davis shares in Q4 2025, an estimated $469K.
  • Summit Wealth Group (Colorado) first reported a position in Ziff Davis in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Ziff Davis position peaked at $469K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Ziff Davis as of Q4 2025.

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