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Elevated Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Elevated Private Wealth’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 		$1.57M Buy
+2,779
New +$1.7M 1.48% 24
2025
Q4 		$1.65M Buy
+2,507
New +$1.67M 1.71% 15

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 Private Wealth's META Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 2,779 shares worth $1.57M. The stake represents 1.48% of the portfolio and ranks #24 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in META as recently as Q4 2025.

Elevated Private Wealth first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.65M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elevated Private Wealth held 2,779 shares of Meta Platforms (Facebook) worth $1.57M as of Q2 2026.
  • Meta Platforms (Facebook) was a new Elevated Private Wealth position in Q2 2026.
  • Meta Platforms (Facebook) made up 1.48% of Elevated Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Elevated Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Meta Platforms (Facebook) position peaked at $1.65M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.