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Elevation Wealth Partners’s Axalta AXTA Stock Holding History

Elevation Wealth Partners’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.4K Buy
729
+559
+329% +$19.3K 0.01% 627
2026
Q2 		$5.82K Buy
170
+73
+75% +$2.2K ﹤0.01% 977
2026
Q1 		$2.69K Buy
97
+61
+169% +$1.94K ﹤0.01% 855
2025
Q4 		$1.16K Buy
+36
New +$1.06K ﹤0.01% 850

Other funds holding AXTA

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

Elevation Wealth Partners increased its Axalta (AXTA) stake by 329% in Q3 2026, buying an estimated $19.3K and bringing the position to 729 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #627.

Elevation Wealth Partners first reported a position in AXTA in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold AXTA as of Q3 2026.

  • Elevation Wealth Partners held 729 shares of Axalta worth $23.4K as of Q3 2026.
  • Elevation Wealth Partners bought 559 Axalta shares in Q3 2026, an estimated $19.3K.
  • Axalta made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #627 holding.
  • Elevation Wealth Partners first reported a position in Axalta in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Axalta as of Q3 2026.

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