EWP
U icon

Elevation Wealth Partners’s Unity U Stock Holding History

Elevation Wealth Partners’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$108K Buy
2,628
+342
+15% +$13.1K 0.03% 195
2026
Q2 		$65.3K Buy
2,286
+1,172
+105% +$31.2K 0.02% 243
2026
Q1 		$24.4K Buy
1,114
+967
+658% +$26.8K 0.01% 337
2025
Q4 		$6.49K Buy
+147
New +$5.99K ﹤0.01% 571

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

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

Elevation Wealth Partners increased its Unity (U) stake by 15% in Q3 2026, buying an estimated $13.1K and bringing the position to 2,628 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #195.

Elevation Wealth Partners first reported a position in U in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Elevation Wealth Partners held 2,628 shares of Unity worth $108K as of Q3 2026.
  • Elevation Wealth Partners bought 342 Unity shares in Q3 2026, an estimated $13.1K.
  • Unity made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #195 holding.
  • Elevation Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Unity as of Q3 2026.

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