EWP
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Elevation Wealth Partners’s Schneider National SNDR Stock Holding History

Elevation Wealth Partners’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3K Hold
281
– – ﹤0.01% 801
2026
Q1 		$7.41K Buy
281
+247
+726% +$6.83K ﹤0.01% 594
2025
Q4 		$903 Sell
34
-38
-53% -$897 ﹤0.01% 872
2025
Q3 		$1.52K Buy
+72
New +$1.76K ﹤0.01% 691

Other funds holding SNDR

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SAM
Sagewood Asset Management New York $442M AUM
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Elevation Wealth Partners held its Schneider National (SNDR) position steady in Q2 2026 at 281 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Elevation Wealth Partners first reported a position in SNDR in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold SNDR as of Q2 2026.

  • Elevation Wealth Partners held 281 shares of Schneider National worth $10.3K as of Q2 2026.
  • Elevation Wealth Partners left its Schneider National share count unchanged in Q2 2026.
  • Schneider National made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #801 holding.
  • Elevation Wealth Partners first reported a position in Schneider National in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Schneider National as of Q2 2026.

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