Elevation Wealth Partners
ALT icon

Elevation Wealth Partners’s Altimmune ALT Stock Holding History

Elevation Wealth Partners’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$818 Hold
286
– – ﹤0.01% 1309
2026
Q2 		$870 Hold
286
– – ﹤0.01% 1266
2026
Q1 		$881 Hold
286
– – ﹤0.01% 1004
2025
Q4 		$1.03K Hold
286
– – ﹤0.01% 862
2025
Q3 		$1.08K Hold
286
– – ﹤0.01% 743
2025
Q2 		$1.11K Hold
286
– – ﹤0.01% 439
2025
Q1 		$1.43K Buy
286
+41
+17% +$260 ﹤0.01% 437
2024
Q4 		$1.77K Buy
245
+45
+23% +$344 ﹤0.01% 440
2024
Q3 		$1.23K Buy
+200
New +$1.36K ﹤0.01% 430

Other funds holding ALT

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Elevation Wealth Partners held its Altimmune (ALT) position steady in Q3 2026 at 286 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Elevation Wealth Partners first reported a position in ALT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.77K in Q4 2024. 38 funds tracked by Wall St. Rank hold ALT as of Q3 2026.

  • Elevation Wealth Partners held 286 shares of Altimmune worth $818 as of Q3 2026.
  • Elevation Wealth Partners left its Altimmune share count unchanged in Q3 2026.
  • Altimmune made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1309 holding.
  • Elevation Wealth Partners first reported a position in Altimmune in Q3 2024 and has held it in 9 quarters since.
  • Elevation Wealth Partners's Altimmune position peaked at $1.77K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Altimmune as of Q3 2026.

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