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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Elevation Wealth Partners's META Position: Q2 2026 in Review

Elevation Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 0.57% in Q2 2026, buying an estimated $3.06K and bringing the position to 883 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #82.

Elevation Wealth Partners first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $614K in Q3 2025. 1,991 funds tracked by Wall St. Rank hold META as of Q2 2026.

Elevation Wealth Partners held 883 shares of Meta Platforms (Facebook) worth $498K as of Q2 2026.
Elevation Wealth Partners bought 5 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.06K.
Meta Platforms (Facebook) made up 0.15% of Elevation Wealth Partners's portfolio in Q2 2026, its #82 holding.
Elevation Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Meta Platforms (Facebook) position peaked at $614K in Q3 2025.
1,991 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.