EWP
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Elevation Wealth Partners’s Bright Horizons BFAM Stock Holding History

Elevation Wealth Partners’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Sell
174
-13
-7% -$940 ﹤0.01% 744
2026
Q1 		$15.4K Buy
187
+136
+267% +$11.5K 0.01% 433
2025
Q4 		$5.17K Buy
51
+37
+264% +$3.73K ﹤0.01% 620
2025
Q3 		$1.52K Buy
+14
New +$1.62K ﹤0.01% 692

Other funds holding BFAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Elevation Wealth Partners's BFAM Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Bright Horizons (BFAM) stake by 7% in Q2 2026, selling an estimated $940 and leaving 174 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Elevation Wealth Partners first reported a position in BFAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q1 2026. 387 funds tracked by Wall St. Rank hold BFAM as of Q2 2026.

  • Elevation Wealth Partners held 174 shares of Bright Horizons worth $12.3K as of Q2 2026.
  • Elevation Wealth Partners sold 13 Bright Horizons shares in Q2 2026, an estimated $940.
  • Bright Horizons made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #744 holding.
  • Elevation Wealth Partners first reported a position in Bright Horizons in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Bright Horizons position peaked at $15.4K in Q1 2026.
  • 387 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.