EFG
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Elevated Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Elevated Financial Group’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 		$445K Buy
791
+179
+29% +$109K 0.12% 83
2026
Q1 		$350K Buy
612
+47
+8% +$30.1K 0.11% 99
2025
Q4 		$373K Buy
+565
New +$377K 0.13% 82

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

Elevated Financial Group's META Position: Q2 2026 in Review

Elevated Financial Group increased its Meta Platforms (Facebook) (META) stake by 29% in Q2 2026, buying an estimated $109K and bringing the position to 791 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #83.

Elevated Financial Group first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elevated Financial Group held 791 shares of Meta Platforms (Facebook) worth $445K as of Q2 2026.
  • Elevated Financial Group bought 179 Meta Platforms (Facebook) shares in Q2 2026, an estimated $109K.
  • Meta Platforms (Facebook) made up 0.12% of Elevated Financial Group's portfolio in Q2 2026, its #83 holding.
  • Elevated Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.