Elevation Wealth Partners
ERIE icon

Elevation Wealth Partners’s Erie Indemnity ERIE Stock Holding History

Elevation Wealth Partners’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.89K Hold
36
– – ﹤0.01% 977
2026
Q2 		$8.63K Buy
+36
New +$8.25K ﹤0.01% 851
2026
Q1 		– Sell
-21
Closed -$6.02K – 1095
2025
Q4 		$6.02K Buy
+21
New +$6.27K ﹤0.01% 591

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

Elevation Wealth Partners held its Erie Indemnity (ERIE) position steady in Q3 2026 at 36 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Elevation Wealth Partners first reported a position in ERIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.63K in Q2 2026. 116 funds tracked by Wall St. Rank hold ERIE as of Q3 2026.

  • Elevation Wealth Partners held 36 shares of Erie Indemnity worth $7.89K as of Q3 2026.
  • Elevation Wealth Partners left its Erie Indemnity share count unchanged in Q3 2026.
  • Erie Indemnity made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #977 holding.
  • Elevation Wealth Partners first reported a position in Erie Indemnity in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Erie Indemnity position peaked at $8.63K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Erie Indemnity as of Q3 2026.

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