Elevation Wealth Partners’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.5K	Buy	265 +235	+783%	+$17.3K	0.01%	517
2026 Q1	$2.26K	Buy	30 +9	+43%	+$814	﹤0.01%	885
2025 Q4	$2.11K	Buy	21 +7	+50%	+$673	﹤0.01%	785
2025 Q3	$1.25K	Buy	+14	New	+$1.03K	﹤0.01%	722

Other funds holding W

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Elevation Wealth Partners increased its Wayfair (W) stake by 783% in Q2 2026, buying an estimated $17.3K and bringing the position to 265 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #517.

Elevation Wealth Partners first reported a position in W in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold W as of Q2 2026.

Elevation Wealth Partners held 265 shares of Wayfair worth $24.5K as of Q2 2026.
Elevation Wealth Partners bought 235 Wayfair shares in Q2 2026, an estimated $17.3K.
Wayfair made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #517 holding.
Elevation Wealth Partners first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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