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Elevation Wealth Partners’s Ryan Specialty Holdings RYAN Stock Holding History

Elevation Wealth Partners’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4K Buy
+647
New +$22K 0.01% 518
2026
Q1 		– Sell
-88
Closed -$4.54K – 1128
2025
Q4 		$4.54K Buy
+88
New +$4.83K ﹤0.01% 649

Other funds holding RYAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Ryan Specialty Holdings (RYAN) in Q2 2026: 647 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in RYAN as recently as Q4 2025.

Elevation Wealth Partners first reported a position in RYAN in Q4 2025 and has held it in 2 quarters since. 367 funds tracked by Wall St. Rank hold RYAN as of Q2 2026.

  • Elevation Wealth Partners held 647 shares of Ryan Specialty Holdings worth $24.4K as of Q2 2026.
  • Ryan Specialty Holdings was a new Elevation Wealth Partners position in Q2 2026.
  • Ryan Specialty Holdings made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #518 holding.
  • Elevation Wealth Partners first reported a position in Ryan Specialty Holdings in Q4 2025 and has held it in 2 quarters since.
  • 367 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2026.

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