EWP
ALLE icon

Elevation Wealth Partners’s Allegion ALLE Stock Holding History

Elevation Wealth Partners’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.8K Buy
246
+34
+16% +$5.22K 0.01% 466
2026
Q2 		$29.8K Buy
212
+200
+1,667% +$27.2K 0.01% 444
2026
Q1 		$1.74K Buy
+12
New +$1.91K ﹤0.01% 932

Other funds holding ALLE

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's ALLE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Allegion (ALLE) stake by 16% in Q3 2026, buying an estimated $5.22K and bringing the position to 246 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #466.

Elevation Wealth Partners first reported a position in ALLE in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold ALLE as of Q3 2026.

  • Elevation Wealth Partners held 246 shares of Allegion worth $37.8K as of Q3 2026.
  • Elevation Wealth Partners bought 34 Allegion shares in Q3 2026, an estimated $5.22K.
  • Allegion made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #466 holding.
  • Elevation Wealth Partners first reported a position in Allegion in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Allegion as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.