Institutions / Elevation Point Wealth Partners, LLC / Activity
Activity — Elevation Point Wealth Partners, LLC
5,491 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | Coherent Corp Common stock | $-867.3K | -5K -79.98% | 1,176 0.01% of portfolio | low |
| Q4 2025 as of | Exit | Astera Labs, Inc. Common stock | $-861.9K | -10K -100.00% | 0 | low |
| Q4 2025 as of | Add | Texas Pacific Land Corp Common stock | $860.5K | +3K +13026.09% | 3,019 0.04% of portfolio | low |
| Q1 2025 as of | Add | ConocoPhillips Common stock | $860.0K | +8K +82.96% | 18,060 0.09% of portfolio | low |
| Q3 2024 as of | Trim | Walt Disney Co Common stock | $-859.9K | -9K -20.44% | 34,793 0.16% of portfolio | low |
| Q3 2024 as of | New | Halozyme Therapeutics Inc Common stock | $857.3K | +15K | 14,978 0.04% of portfolio | low |
| Q2 2024 as of | Trim | Amgen Inc Common stock | $-856.8K | -3K -48.14% | 2,954 0.04% of portfolio | low |
| Q4 2025 as of | Exit | International Flavors & Fragrances Inc Common stock | $-856.4K | -12K -100.00% | 0 | low |
| Q1 2025 as of | Add | NIKE, Inc. Common stock | $855.9K | +13K +44.75% | 43,609 0.13% of portfolio | low |
| Q2 2024 as of | Add | Amphenol Corp /De Common stock | $852.1K | +13K +85.06% | 27,517 0.09% of portfolio | low |
| Q1 2025 as of | Trim | 81369Y605 Common stock | $-851.2K | -17K -14.63% | 99,697 0.24% of portfolio | low |
| Q4 2024 as of | Trim | Walmart Inc. Common stock | $-850.7K | -9K -71.78% | 3,702 0.02% of portfolio | low |
| Q4 2025 as of | New | First Trust Exchange-Traded Fund VIII Common stock | $849.6K | +21K | 20,557 0.04% of portfolio | low |
| Q2 2025 as of | Add | Aflac Inc Common stock | $847.0K | +8K +166.31% | 12,860 0.07% of portfolio | low |
| Q4 2025 as of | Exit | Microchip Technology Inc Common stock | $-844.4K | -12K -100.00% | 0 | low |
| Q4 2024 as of | Add | Visa Inc Common stock | $837.6K | +3K +24.90% | 13,292 0.20% of portfolio | low |
| Q2 2025 as of | Trim | Avery Dennison Corp Common stock | $-837.1K | -5K -68.07% | 2,237 0.02% of portfolio | low |
| Q4 2025 as of | Add | Travelers Companies, Inc. Common stock | $836.2K | +3K +154.92% | 4,744 0.07% of portfolio | low |
| Q2 2024 as of | Trim | Fox Corp Common stock | $-836.0K | -24K -13.11% | 161,244 0.27% of portfolio | low |
| Q2 2024 as of | Trim | Skyworks Solutions, Inc. Common stock | $-835.5K | -8K -14.54% | 46,065 0.24% of portfolio | low |
| Q2 2024 as of | Trim | Mettler-Toledo International Inc Common stock | $-834.4K | -597 -59.40% | 408 0.03% of portfolio | low |
| Q4 2024 as of | New | 922042775 Common stock | $833.8K | +15K | 14,524 0.04% of portfolio | low |
| Q4 2025 as of | Exit | Fortinet Inc Common stock | $-833.6K | -8K -100.00% | 0 | low |
| Q2 2025 as of | New | Fortinet Inc Common stock | $833.6K | +8K | 7,885 0.04% of portfolio | low |
| Q4 2025 as of | New | 904767803 Common stock | $833.1K | +13K | 12,739 0.04% of portfolio | low |
| Q4 2025 as of | Add | HDB Hdfc Bank Ltd ADR | $832.9K | +23K +567.32% | 26,813 0.05% of portfolio | low |
| Q4 2025 as of | Exit | Natera, Inc. Common stock | $-832.7K | -5K -100.00% | 0 | low |
| Q4 2025 as of | Trim | Copart Inc Common stock | $-832.3K | -21K -76.19% | 6,645 0.01% of portfolio | low |
| Q4 2025 as of | New | 78464A284 Common stock | $831.8K | +33K | 33,352 0.04% of portfolio | low |
| Q4 2025 as of | Exit | Texas Roadhouse, Inc. Common stock | $-831.6K | -4K -100.00% | 0 | low |
| Q2 2024 as of | Trim | ICON plc Common stock | $-831.0K | -3K -16.80% | 13,126 0.20% of portfolio | low |
| Q2 2025 as of | Trim | Unitedhealth Group Inc Common stock | $-826.5K | -3K -12.27% | 19,146 0.28% of portfolio | low |
| Q4 2025 as of | Add | Take Two Interactive Software Inc Common stock | $826.2K | +3K +1361.60% | 3,464 0.04% of portfolio | low |
| Q4 2025 as of | Add | 464287499 Common stock | $824.9K | +9K +791.87% | 9,650 0.04% of portfolio | low |
| Q2 2024 as of | Trim | Tyson Foods Inc Common stock | $-820.9K | -14K -13.63% | 91,068 0.25% of portfolio | low |
| Q4 2025 as of | New | 36242H104 Common stock | $818.4K | +29K | 29,472 0.04% of portfolio | low |
| Q4 2025 as of | Trim | Merck & Co., Inc. Common stock | $-818.2K | -8K -12.13% | 55,881 0.29% of portfolio | low |
| Q4 2025 as of | Add | Vertex Pharmaceuticals Inc / Ma Common stock | $817.4K | +2K +541.44% | 2,136 0.05% of portfolio | low |
| Q4 2025 as of | Trim | 136385101 Common stock | $-816.4K | -24K -62.65% | 14,191 0.02% of portfolio | low |
| Q4 2024 as of | Exit | DraftKings Inc. Common stock | $-815.8K | -21K -100.00% | 0 | low |
| Q4 2024 as of | Exit | Pinterest, Inc. Common stock | $-815.1K | -25K -100.00% | 0 | low |
| Q3 2024 as of | Trim | iShares MSCI UAE ETF Common stock | $-815.0K | -9K -47.30% | 9,945 0.04% of portfolio | low |
| Q4 2025 as of | Add | Tesla Inc Common stock | $814.9K | +2K +12.86% | 15,897 0.34% of portfolio | low |
| Q2 2025 as of | Add | 464287507 Common stock | $813.3K | +13K +10.83% | 134,142 0.40% of portfolio | low |
| Q3 2024 as of | Exit | Marvell Technology, Inc. Common stock | $-813.2K | -12K -100.00% | 0 | low |
| Q1 2025 as of | Add | 69374H881 Common stock | $813.1K | +15K +2.71% | 561,890 1.48% of portfolio | low |
| Q2 2024 as of | Add | AbbVie Inc. Common stock | $810.8K | +5K +20.12% | 28,223 0.23% of portfolio | low |
| Q1 2025 as of | Trim | 464287804 Common stock | $-810.7K | -8K -16.20% | 40,099 0.20% of portfolio | low |
| Q3 2024 as of | Add | 46641Q159 Common stock | $810.5K | +17K +6.55% | 284,241 0.63% of portfolio | low |
| Q4 2024 as of | Trim | 37733W204 Common stock | $-810.0K | -24K -68.66% | 10,930 0.02% of portfolio | low |