Elevation Wealth Partners’s Penske Automotive Group PAG Stock Holding History

Elevation Wealth Partners’s Portfolio PAG Stock Details PAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.2K	Buy	11 +4	+57%	+$842	﹤0.01%	1227
2026 Q2	$1.25K	Sell	7 -5	-42%	-$836	﹤0.01%	1242
2026 Q1	$1.8K	Sell	12 -70	-85%	-$11.1K	﹤0.01%	927
2025 Q4	$13K	Buy	+82	New	+$13.5K	﹤0.01%	446

Other funds holding PAG

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Independent Solutions Wealth Management Williamsville, New York $788M AUM 23.96% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

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

Elevation Wealth Partners increased its Penske Automotive Group (PAG) stake by 57% in Q3 2026, buying an estimated $842 and bringing the position to 11 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Elevation Wealth Partners first reported a position in PAG in Q4 2025 and has held it in 4 quarters since. The position peaked at $13K in Q4 2025. 115 funds tracked by Wall St. Rank hold PAG as of Q3 2026.

Elevation Wealth Partners held 11 shares of Penske Automotive Group worth $2.2K as of Q3 2026.
Elevation Wealth Partners bought 4 Penske Automotive Group shares in Q3 2026, an estimated $842.
Penske Automotive Group made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1227 holding.
Elevation Wealth Partners first reported a position in Penske Automotive Group in Q4 2025 and has held it in 4 quarters since.
Elevation Wealth Partners's Penske Automotive Group position peaked at $13K in Q4 2025.
115 funds tracked by Wall St. Rank held Penske Automotive Group as of Q3 2026.

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