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Elevation Wealth Partners’s MGIC Investment MTG Stock Holding History

Elevation Wealth Partners’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Elevation Wealth Partners reduced its MGIC Investment (MTG) stake by 73% in Q2 2026, selling an estimated $18K and leaving 252 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Elevation Wealth Partners first reported a position in MTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.4K in Q1 2026. 510 funds tracked by Wall St. Rank hold MTG as of Q2 2026.

  • Elevation Wealth Partners held 252 shares of MGIC Investment worth $7.11K as of Q2 2026.
  • Elevation Wealth Partners sold 677 MGIC Investment shares in Q2 2026, an estimated $18K.
  • MGIC Investment made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #926 holding.
  • Elevation Wealth Partners first reported a position in MGIC Investment in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's MGIC Investment position peaked at $24.4K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2026.

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