Elevation Wealth Partners
META icon

Elevation Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Elevation Wealth Partners’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
Q3 		$653K Buy
901
+18
+2% +$11.2K 0.18% 70
2026
Q2 		$498K Buy
883
+5
+0.6% +$3.06K 0.15% 82
2026
Q1 		$502K Buy
878
+39
+5% +$25K 0.18% 75
2025
Q4 		$554K Buy
839
+3
+0.4% +$2K 0.2% 69
2025
Q3 		$614K Buy
836
+259
+45% +$193K 0.22% 65
2025
Q2 		$426K Hold
577
– – 0.17% 79
2025
Q1 		$332K Sell
577
-12
-2% -$7.74K 0.14% 80
2024
Q4 		$345K Hold
589
– – 0.15% 83
2024
Q3 		$337K Buy
589
+31
+6% +$16K 0.14% 85
2024
Q2 		$281K Hold
558
– – 0.13% 87
2024
Q1 		$271K Sell
558
-99
-15% -$44.2K 0.14% 94
2023
Q4 		$197K Hold
657
– – 0.12% 102
2023
Q3 		$197K Hold
657
– – 0.17% 60
2023
Q2 		$189K Hold
657
– – 0.16% 64
2023
Q1 		$139K Buy
+657
New +$112K 0.13% 79

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Elevation Wealth Partners's META Position: Q3 2026 in Review

Elevation Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 2% in Q3 2026, buying an estimated $11.2K and bringing the position to 901 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #70.

Elevation Wealth Partners first reported a position in META in Q1 2023 and has held it in 15 quarters since. 1,915 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Elevation Wealth Partners held 901 shares of Meta Platforms (Facebook) worth $653K as of Q3 2026.
  • Elevation Wealth Partners bought 18 Meta Platforms (Facebook) shares in Q3 2026, an estimated $11.2K.
  • Meta Platforms (Facebook) made up 0.18% of Elevation Wealth Partners's portfolio in Q3 2026, its #70 holding.
  • Elevation Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
  • 1,915 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.