Elevatus Welath Management
META icon

Elevatus Welath Management’s Meta Platforms (Facebook) META Stock Holding History

Elevatus Welath Management’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 		$4.67M Buy
6,444
+326
+5% +$203K 1.12% 24
2026
Q2 		$3.45M Buy
6,118
+1,808
+42% +$1.11M 0.84% 33
2026
Q1 		$2.47M Sell
4,310
-2,952
-41% -$1.89M 1.29% 26
2025
Q4 		$4.79M Sell
7,262
-8,259
-53% -$5.52M 1.31% 21
2025
Q3 		$11.4M Sell
15,521
-6,061
-28% -$4.51M 3.29% 9
2025
Q2 		$15.9M Buy
21,582
+16,866
+358% +$10.4M 5.31% 3
2025
Q1 		$2.72M Sell
4,716
-19,875
-81% -$12.8M 1.54% 16
2024
Q4 		$14.4M Buy
24,591
+755
+3% +$443K 4.93% 6
2024
Q3 		$13.6M Buy
23,836
+3,384
+17% +$1.74M 4.46% 7
2024
Q2 		$10.3M Sell
20,452
-5,554
-21% -$2.7M 3.86% 5
2024
Q1 		$12.6M Buy
26,006
+4,568
+21% +$2.04M 4.98% 3
2023
Q4 		$7.59M Buy
21,438
+19,754
+1,173% +$6.43M 3.45% 9
2023
Q3 		$506K Buy
+1,684
New +$507K 0.46% 38

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Elevatus Welath Management's META Position: Q3 2026 in Review

Elevatus Welath Management increased its Meta Platforms (Facebook) (META) stake by 5.3% in Q3 2026, buying an estimated $203K and bringing the position to 6,444 shares worth $4.67M. The position accounts for 1.12% of the portfolio, ranked #24.

Elevatus Welath Management first reported a position in META in Q3 2023 and has held it in 13 quarters since. The position peaked at $15.9M in Q2 2025. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Elevatus Welath Management held 6,444 shares of Meta Platforms (Facebook) worth $4.67M as of Q3 2026.
  • Elevatus Welath Management bought 326 Meta Platforms (Facebook) shares in Q3 2026, an estimated $203K.
  • Meta Platforms (Facebook) made up 1.12% of Elevatus Welath Management's portfolio in Q3 2026, its #24 holding.
  • Elevatus Welath Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 13 quarters since.
  • Elevatus Welath Management's Meta Platforms (Facebook) position peaked at $15.9M in Q2 2025.
  • 3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.