EWP
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Elevation Wealth Partners’s Americold COLD Stock Holding History

Elevation Wealth Partners’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.21K Hold
522
– – ﹤0.01% 876
2026
Q1 		$5.98K Buy
522
+330
+172% +$4.13K ﹤0.01% 660
2025
Q4 		$2.47K Buy
+192
New +$2.35K ﹤0.01% 759
2024
Q3 		– Sell
-118
Closed -$3.01K – 496
2024
Q2 		$3.01K Buy
+118
New +$2.89K ﹤0.01% 423

Other funds holding COLD

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Elevation Wealth Partners held its Americold (COLD) position steady in Q2 2026 at 522 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Elevation Wealth Partners first reported a position in COLD in Q2 2024 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold COLD as of Q2 2026.

  • Elevation Wealth Partners held 522 shares of Americold worth $8.21K as of Q2 2026.
  • Elevation Wealth Partners left its Americold share count unchanged in Q2 2026.
  • Americold made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #876 holding.
  • Elevation Wealth Partners first reported a position in Americold in Q2 2024 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Americold as of Q2 2026.

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