EWM
V icon

Elevatus Welath Management’s Visa V Stock Holding History

Elevatus Welath Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$319K Sell
1,054
-246
-19% -$79.1K 0.17% 101
2025
Q4 		$456K Sell
1,300
-172
-12% -$58.6K 0.12% 93
2025
Q3 		$502K Buy
1,472
+179
+14% +$62K 0.15% 74
2025
Q2 		$459K Buy
1,293
+236
+22% +$82.3K 0.15% 71
2025
Q1 		$370K Sell
1,057
-82
-7% -$27.7K 0.21% 66
2024
Q4 		$360K Buy
1,139
+1
+0.1% +$301 0.12% 73
2024
Q3 		$313K Sell
1,138
-5,250
-82% -$1.42M 0.1% 72
2024
Q2 		$1.68M Sell
6,388
-8,933
-58% -$2.45M 0.63% 44
2024
Q1 		$4.28M Buy
15,321
+889
+6% +$245K 1.69% 22
2023
Q4 		$3.76M Buy
14,432
+13,379
+1,271% +$3.3M 1.71% 18
2023
Q3 		$242K Buy
+1,053
New +$253K 0.22% 56

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Morgan Stanley
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return