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Elevation Wealth Partners’s Elastic ESTC Stock Holding History

Elevation Wealth Partners’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.9K Buy
272
+14
+5% +$1.07K 0.01% 609
2026
Q2 		$14.7K Buy
+258
New +$13.8K ﹤0.01% 683
2026
Q1 		– Sell
-121
Closed -$9.13K – 1096
2025
Q4 		$9.13K Buy
121
+62
+105% +$5.06K ﹤0.01% 504
2025
Q3 		$4.99K Buy
59
+9
+18% +$758 ﹤0.01% 484
2025
Q2 		$4.22K Hold
50
– – ﹤0.01% 412
2025
Q1 		$4.46K Hold
50
– – ﹤0.01% 411
2024
Q4 		$4.95K Hold
50
– – ﹤0.01% 413
2024
Q3 		$3.84K Hold
50
– – ﹤0.01% 404
2024
Q2 		$5.7K Hold
50
– – ﹤0.01% 377
2024
Q1 		$5.01K Hold
50
– – ﹤0.01% 390
2023
Q4 		$4.06K Hold
50
– – ﹤0.01% 379
2023
Q3 		$4.06K Hold
50
– – ﹤0.01% 284
2023
Q2 		$3.21K Hold
50
– – ﹤0.01% 295
2023
Q1 		$2.9K Buy
+50
New +$2.85K ﹤0.01% 297

Other funds holding ESTC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Elevation Wealth Partners increased its Elastic (ESTC) stake by 5.4% in Q3 2026, buying an estimated $1.07K and bringing the position to 272 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #609.

Elevation Wealth Partners first reported a position in ESTC in Q1 2023 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold ESTC as of Q3 2026.

  • Elevation Wealth Partners held 272 shares of Elastic worth $24.9K as of Q3 2026.
  • Elevation Wealth Partners bought 14 Elastic shares in Q3 2026, an estimated $1.07K.
  • Elastic made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #609 holding.
  • Elevation Wealth Partners first reported a position in Elastic in Q1 2023 and has held it in 14 quarters since.
  • 14 funds tracked by Wall St. Rank held Elastic as of Q3 2026.

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