Elevated Capital Advisors
ZD icon

Elevated Capital Advisors’s Ziff Davis ZD Stock Holding History

Elevated Capital Advisors’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
2026
Q3 		$2.95K Hold
52
– – ﹤0.01% 620
2026
Q2 		$2.72K Hold
52
– – ﹤0.01% 631
2026
Q1 		$2.18K Hold
52
– – ﹤0.01% 640
2025
Q4 		$1.83K Buy
+52
New +$1.81K ﹤0.01% 636

Other funds holding ZD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Elevated Capital Advisors's ZD Position: Q3 2026 in Review

Elevated Capital Advisors held its Ziff Davis (ZD) position steady in Q3 2026 at 52 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Elevated Capital Advisors first reported a position in ZD in Q4 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold ZD as of Q3 2026.

  • Elevated Capital Advisors held 52 shares of Ziff Davis worth $2.95K as of Q3 2026.
  • Elevated Capital Advisors left its Ziff Davis share count unchanged in Q3 2026.
  • Ziff Davis made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #620 holding.
  • Elevated Capital Advisors first reported a position in Ziff Davis in Q4 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.