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Elevation Wealth Partners’s Nasdaq NDAQ Stock Holding History

Elevation Wealth Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.2K Sell
100
-4
-4% -$374 ﹤0.01% 918
2026
Q2 		$8.2K Buy
104
+94
+940% +$8.24K ﹤0.01% 877
2026
Q1 		$849 Sell
10
-22
-69% -$1.97K ﹤0.01% 1008
2025
Q4 		$3.11K Buy
32
+13
+68% +$1.17K ﹤0.01% 721
2025
Q3 		$1.68K Buy
+19
New +$1.76K ﹤0.01% 679

Other funds holding NDAQ

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Elevation Wealth Partners reduced its Nasdaq (NDAQ) stake by 3.8% in Q3 2026, selling an estimated $374 and leaving 100 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Elevation Wealth Partners first reported a position in NDAQ in Q3 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Elevation Wealth Partners held 100 shares of Nasdaq worth $9.2K as of Q3 2026.
  • Elevation Wealth Partners sold 4 Nasdaq shares in Q3 2026, an estimated $374.
  • Nasdaq made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #918 holding.
  • Elevation Wealth Partners first reported a position in Nasdaq in Q3 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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