Elevation Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Elevation Wealth Partners’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.63K	Buy	145 +25	+21%	+$867	﹤0.01%	1118
2026 Q2	$4.08K	Buy	120 +33	+38%	+$1.08K	﹤0.01%	1066
2026 Q1	$2.79K	Sell	87 -172	-66%	-$6.36K	﹤0.01%	846
2025 Q4	$9.6K	Sell	259 -258	-50%	-$9.33K	﹤0.01%	490
2025 Q3	$20.3K	Buy	517 +33	+7%	+$1.49K	0.01%	327
2025 Q2	$27.2K	Hold	484	–	–	0.01%	295
2025 Q1	$24.3K	Hold	484	–	–	0.01%	301
2024 Q4	$29.2K	Hold	484	–	–	0.01%	283
2024 Q3	$27.9K	Buy	484 +384	+384%	+$21.3K	0.01%	275
2024 Q2	$6.27K	Buy	+100	New	+$6.21K	﹤0.01%	371
2024 Q1	–	Hold	0	–	–	–	458
2023 Q4	–	Hold	0	–	–	–	427
2023 Q3	–	Hold	0	–	–	–	327
2023 Q2	–	Hold	0	–	–	–	336
2023 Q1	–	Hold	0	–	–	–	337

Other funds holding CMG

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Elevation Wealth Partners increased its Chipotle Mexican Grill (CMG) stake by 21% in Q3 2026, buying an estimated $867 and bringing the position to 145 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Elevation Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 10 quarters since. The position peaked at $29.2K in Q4 2024. 337 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Elevation Wealth Partners held 145 shares of Chipotle Mexican Grill worth $4.63K as of Q3 2026.
Elevation Wealth Partners bought 25 Chipotle Mexican Grill shares in Q3 2026, an estimated $867.
Chipotle Mexican Grill made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1118 holding.
Elevation Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 10 quarters since.
Elevation Wealth Partners's Chipotle Mexican Grill position peaked at $29.2K in Q4 2024.
337 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

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