FOXF β€” FOX FACTORY HLDG CORP

Ownership history in Private Wealth Management Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported FOX FACTORY HLDG CORP (FOXF) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FOXF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FOXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, LLC's position in FOX FACTORY HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FOXF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Private Wealth Management Group, LLC held FOXF β€” position size vs. price
% of Fund (quarterly)    FOXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 73 -44 -37.6% 0.00% $1K 2026-04-23 $17.30
2025 Q4 ADDED 117 +11 +10.4% 0.00% $2K 2026-01-23 $19.08
2025 Q1 ADDED 106 +7 +7.1% 0.00% $2K 2025-05-02 $21.16
2024 Q3 ADDED 99 +13 +15.1% 0.00% $4K 2024-10-29 $37.31
2024 Q2 ADDED 86 +56 +186.7% 0.00% $4K 2024-08-13 $40.17
2024 Q1 ADDED 30 +23 +328.6% 0.00% $2K 2024-04-30 $38.92
2023 Q4 INITIATED 7 β€” β€” 0.00% $473 2024-02-08 $64.30

FAQ About Private Wealth Management Group, LLC and FOXF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Private Wealth Management Group, LLC reported owning FOXF?

Private Wealth Management Group, LLC reported FOXF across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FOXF position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for FOXF was 0.00% in 2024 Q2.

What is the latest reported FOXF position on this page?

The most recent filing on this page is 2026 Q1, when Private Wealth Management Group, LLC reported 73 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this FOXF ownership page compare?

The chart compares Private Wealth Management Group, LLC's quarterly FOXF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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