Elevation Wealth Partners
W icon

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
Q3 		$30.1K Buy
293
+28
+11% +$2.73K 0.01% 545
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

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Elevation Wealth Partners increased its Wayfair (W) stake by 11% in Q3 2026, buying an estimated $2.73K and bringing the position to 293 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #545.

Elevation Wealth Partners first reported a position in W in Q3 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Elevation Wealth Partners held 293 shares of Wayfair worth $30.1K as of Q3 2026.
  • Elevation Wealth Partners bought 28 Wayfair shares in Q3 2026, an estimated $2.73K.
  • Wayfair made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #545 holding.
  • Elevation Wealth Partners first reported a position in Wayfair in Q3 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

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