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Elevation Wealth Partners’s FTI Consulting FCN Stock Holding History

Elevation Wealth Partners’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15
Closed -$2.65K – 1322
2026
Q1 		$2.65K Sell
15
-66
-81% -$11.3K ﹤0.01% 860
2025
Q4 		$13.8K Buy
+81
New +$13.4K ﹤0.01% 437

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Elevation Wealth Partners sold out of FTI Consulting (FCN) in Q2 2026, closing a stake of 15 shares — an estimated $2.65K sold.

Elevation Wealth Partners first reported a position in FCN in Q4 2025 and held it in 2 quarters. The position peaked at $13.8K in Q4 2025. 375 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Elevation Wealth Partners reported no remaining FTI Consulting position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 15 FTI Consulting shares in Q2 2026, an estimated $2.65K.
  • Elevation Wealth Partners first reported a position in FTI Consulting in Q4 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's FTI Consulting position peaked at $13.8K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

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