EWP
IDA icon

Elevation Wealth Partners’s Idacorp IDA Stock Holding History

Elevation Wealth Partners’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.14K Buy
47
+20
+74% +$2.81K ﹤0.01% 1051
2026
Q2 		$4.09K Hold
27
– – ﹤0.01% 1065
2026
Q1 		$3.86K Buy
+27
New +$3.7K ﹤0.01% 778

Other funds holding IDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its Idacorp (IDA) stake by 74% in Q3 2026, buying an estimated $2.81K and bringing the position to 47 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Elevation Wealth Partners first reported a position in IDA in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Elevation Wealth Partners held 47 shares of Idacorp worth $6.14K as of Q3 2026.
  • Elevation Wealth Partners bought 20 Idacorp shares in Q3 2026, an estimated $2.81K.
  • Idacorp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1051 holding.
  • Elevation Wealth Partners first reported a position in Idacorp in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

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