EWM
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Elite Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-18
Closed -$3K – 299
2014
Q3 		$3K Buy
+18
New +$1.32K ﹤0.01% 441
2013
Q4 		– Sell
-10
Closed -$3K – 897
2013
Q3 		$3K Buy
+10
New +$372 ﹤0.01% 372

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

Elite Wealth Management's META Position: Q2 2026 in Review

Elite Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, buying an estimated $311K and bringing the position to 22,056 shares worth $12.4M. The position accounts for 3.68% of the portfolio, ranked #6.

Elite Wealth Management first reported a position in META in Q2 2013 and has held it in 48 quarters since. The position peaked at $21.7M in Q3 2025. 5,074 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elite Wealth Management held 22,056 shares of Meta Platforms (Facebook) worth $12.4M as of Q2 2026.
  • Elite Wealth Management bought 509 Meta Platforms (Facebook) shares in Q2 2026, an estimated $311K.
  • Meta Platforms (Facebook) made up 3.68% of Elite Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Elite Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 48 quarters since.
  • Elite Wealth Management's Meta Platforms (Facebook) position peaked at $21.7M in Q3 2025.
  • 5,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.