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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
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 		$9.58K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Elevation Wealth Partners increased its Chipotle Mexican Grill (CMG) stake by 38% in Q2 2026, buying an estimated $1.08K and bringing the position to 120 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Elevation Wealth Partners first reported a position in CMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.2K in Q4 2024. 207 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Elevation Wealth Partners held 120 shares of Chipotle Mexican Grill worth $4.08K as of Q2 2026.
  • Elevation Wealth Partners bought 33 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.08K.
  • Chipotle Mexican Grill made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1066 holding.
  • Elevation Wealth Partners first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 9 quarters since.
  • Elevation Wealth Partners's Chipotle Mexican Grill position peaked at $29.2K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

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