EWP
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Elevation Wealth Partners’s Marriott Vacations Worldwide VAC Stock Holding History

Elevation Wealth Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.57K Buy
74
+24
+48% +$2.51K ﹤0.01% 993
2026
Q2 		$5.09K Hold
50
– – ﹤0.01% 1010
2026
Q1 		$3.26K Buy
50
+18
+56% +$1.11K ﹤0.01% 813
2025
Q4 		$1.85K Buy
32
+13
+68% +$768 ﹤0.01% 802
2025
Q3 		$1.26K Buy
+19
New +$1.47K ﹤0.01% 720

Other funds holding VAC

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Elevation Wealth Partners increased its Marriott Vacations Worldwide (VAC) stake by 48% in Q3 2026, buying an estimated $2.51K and bringing the position to 74 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Elevation Wealth Partners first reported a position in VAC in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold VAC as of Q3 2026.

  • Elevation Wealth Partners held 74 shares of Marriott Vacations Worldwide worth $7.57K as of Q3 2026.
  • Elevation Wealth Partners bought 24 Marriott Vacations Worldwide shares in Q3 2026, an estimated $2.51K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #993 holding.
  • Elevation Wealth Partners first reported a position in Marriott Vacations Worldwide in Q3 2025 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q3 2026.

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