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Elevation Wealth Partners’s Ingram Micro Holding INGM Stock Holding History

Elevation Wealth Partners’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.42K Hold
314
– – ﹤0.01% 949
2026
Q2 		$8.61K Hold
314
– – ﹤0.01% 854
2026
Q1 		$7.32K Buy
314
+66
+27% +$1.43K ﹤0.01% 595
2025
Q4 		$5.29K Buy
+248
New +$5.38K ﹤0.01% 615

Other funds holding INGM

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Elevation Wealth Partners held its Ingram Micro Holding (INGM) position steady in Q3 2026 at 314 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Elevation Wealth Partners first reported a position in INGM in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.61K in Q2 2026. 17 funds tracked by Wall St. Rank hold INGM as of Q3 2026.

  • Elevation Wealth Partners held 314 shares of Ingram Micro Holding worth $8.42K as of Q3 2026.
  • Elevation Wealth Partners left its Ingram Micro Holding share count unchanged in Q3 2026.
  • Ingram Micro Holding made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #949 holding.
  • Elevation Wealth Partners first reported a position in Ingram Micro Holding in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Ingram Micro Holding position peaked at $8.61K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q3 2026.

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