Elevation Wealth Partners’s Bio-Techne TECH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16K	Buy	73 +29	+66%	+$1.57K	﹤0.01%	1009
2026 Q1	$2.3K	Buy	44 +9	+26%	+$540	﹤0.01%	880
2025 Q4	$2.06K	Sell	35 -20	-36%	-$1.22K	﹤0.01%	787
2025 Q3	$3.06K	Sell	55 -745	-93%	-$39.9K	﹤0.01%	564
2025 Q2	$41.2K	Hold	800	–	–	0.02%	255
2025 Q1	$46.9K	Hold	800	–	–	0.02%	232
2024 Q4	$57.6K	Hold	800	–	–	0.02%	214
2024 Q3	$63.9K	Hold	800	–	–	0.03%	199
2024 Q2	$57.3K	Sell	800 -572	-42%	-$42.1K	0.03%	205
2024 Q1	$96.6K	Hold	1,372	–	–	0.05%	163
2023 Q4	$93.4K	Hold	1,372	–	–	0.06%	158
2023 Q3	$93.4K	Hold	1,372	–	–	0.08%	99
2023 Q2	$112K	Hold	1,372	–	–	0.09%	90
2023 Q1	$102K	Buy	+1,372	New	+$106K	0.09%	101

Other funds holding TECH

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Legal Advantage Investments Los Altos Hills, California $285M AUM 18.63% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return