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Elevation Wealth Partners’s SailPoint Inc SAIL Stock Holding History

Elevation Wealth Partners’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.83K Hold
90
– – ﹤0.01% 1246
2026
Q2 		$1.32K Buy
+90
New +$1.23K ﹤0.01% 1236

Other funds holding SAIL

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Elevation Wealth Partners held its SailPoint Inc (SAIL) position steady in Q3 2026 at 90 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Elevation Wealth Partners first reported a position in SAIL in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Elevation Wealth Partners held 90 shares of SailPoint Inc worth $1.83K as of Q3 2026.
  • Elevation Wealth Partners left its SailPoint Inc share count unchanged in Q3 2026.
  • SailPoint Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1246 holding.
  • Elevation Wealth Partners first reported a position in SailPoint Inc in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

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