EWA
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Elevate Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Elevate Wealth Advisory’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-769
Closed -$440K – 128
2026
Q1 		$440K Buy
769
+22
+3% +$14.1K 0.28% 51
2025
Q4 		$493K Buy
747
+19
+3% +$12.7K 0.34% 43
2025
Q3 		$535K Sell
728
-2
-0.3% -$1.49K 0.39% 37
2025
Q2 		$539K Sell
730
-402
-36% -$248K 0.38% 43
2025
Q1 		$653K Buy
+1,132
New +$730K 0.46% 41

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elevate Wealth Advisory's META Position: Q2 2026 in Review

Elevate Wealth Advisory sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 769 shares — an estimated $440K sold.

Elevate Wealth Advisory first reported a position in META in Q1 2025 and held it in 5 quarters. The position peaked at $653K in Q1 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elevate Wealth Advisory reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Elevate Wealth Advisory sold 769 Meta Platforms (Facebook) shares in Q2 2026, an estimated $440K.
  • Elevate Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q1 2025 and held it in 5 quarters.
  • Elevate Wealth Advisory's Meta Platforms (Facebook) position peaked at $653K in Q1 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.