EWA
META icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Elevate Wealth Advisory's META Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Meta Platforms (Facebook) (META) stake by 2.9% in Q1 2026, buying an estimated $14.1K and bringing the position to 769 shares worth $440K. The position accounts for 0.28% of the portfolio, ranked #51.

Elevate Wealth Advisory first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $653K in Q1 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Elevate Wealth Advisory held 769 shares of Meta Platforms (Facebook) worth $440K as of Q1 2026.
  • Elevate Wealth Advisory bought 22 Meta Platforms (Facebook) shares in Q1 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.28% of Elevate Wealth Advisory's portfolio in Q1 2026, its #51 holding.
  • Elevate Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • Elevate Wealth Advisory's Meta Platforms (Facebook) position peaked at $653K in Q1 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.