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Elevation Wealth Partners’s Element Solutions ESI Stock Holding History

Elevation Wealth Partners’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.84K Sell
161
-324
-67% -$11.9K ﹤0.01% 1067
2026
Q2 		$23.2K Buy
485
+364
+301% +$15.1K 0.01% 539
2026
Q1 		$4.13K Sell
121
-8
-6% -$251 ﹤0.01% 756
2025
Q4 		$3.22K Sell
129
-21
-14% -$545 ﹤0.01% 715
2025
Q3 		$3.78K Buy
+150
New +$3.74K ﹤0.01% 528

Other funds holding ESI

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Element Solutions (ESI) stake by 67% in Q3 2026, selling an estimated $11.9K and leaving 161 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Elevation Wealth Partners first reported a position in ESI in Q3 2025 and has held it in 5 quarters since. The position peaked at $23.2K in Q2 2026. 13 funds tracked by Wall St. Rank hold ESI as of Q3 2026.

  • Elevation Wealth Partners held 161 shares of Element Solutions worth $5.84K as of Q3 2026.
  • Elevation Wealth Partners sold 324 Element Solutions shares in Q3 2026, an estimated $11.9K.
  • Element Solutions made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1067 holding.
  • Elevation Wealth Partners first reported a position in Element Solutions in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Element Solutions position peaked at $23.2K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Element Solutions as of Q3 2026.

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