Elevation Wealth Partners’s MGIC Investment MTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$29K Buy
1,123
+871
+346% +$26K 0.01% 556
2026
Q2
$7.11K Sell
252
-677
-73% -$18K ﹤0.01% 926
2026
Q1
$24.4K Buy
929
+482
+108% +$12.9K 0.01% 340
2025
Q4
$13.1K Buy
447
+406
+990% +$11.4K ﹤0.01% 445
2025
Q3
$1.16K Buy
+41
New +$1.12K ﹤0.01% 736

Other funds holding MTG

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

Elevation Wealth Partners increased its MGIC Investment (MTG) stake by 346% in Q3 2026, buying an estimated $26K and bringing the position to 1,123 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #556.

Elevation Wealth Partners first reported a position in MTG in Q3 2025 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Elevation Wealth Partners held 1,123 shares of MGIC Investment worth $29K as of Q3 2026.
  • Elevation Wealth Partners bought 871 MGIC Investment shares in Q3 2026, an estimated $26K.
  • MGIC Investment made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #556 holding.
  • Elevation Wealth Partners first reported a position in MGIC Investment in Q3 2025 and has held it in 5 quarters since.
  • 139 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

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