EWP
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Elevation Wealth Partners’s Zillow Z Stock Holding History

Elevation Wealth Partners’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.6K Buy
+317
New +$10.4K ﹤0.01% 943

Other funds holding Z

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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
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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

Elevation Wealth Partners opened a new position in Zillow (Z) in Q3 2026: 317 shares worth $8.6K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

14 funds tracked by Wall St. Rank hold Z as of Q3 2026.

  • Elevation Wealth Partners held 317 shares of Zillow worth $8.6K as of Q3 2026.
  • Zillow was a new Elevation Wealth Partners position in Q3 2026.
  • Zillow made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #943 holding.
  • 14 funds tracked by Wall St. Rank held Zillow as of Q3 2026.

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