Xcel Wealth Management
META icon

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

Xcel 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
2026
Q3 		$2.05M Sell
2,832
-18
-0.6% -$11.2K 0.51% 54
2026
Q2 		$1.61M Sell
2,850
-1,111
-28% -$679K 0.38% 57
2026
Q1 		$2.27M Sell
3,961
-245
-6% -$157K 0.63% 46
2025
Q4 		$2.78M Sell
4,206
-82
-2% -$54.8K 0.71% 36
2025
Q3 		$3.15M Sell
4,288
-20
-0.5% -$14.9K 0.82% 32
2025
Q2 		$3.18M Buy
4,308
+80
+2% +$49.4K 0.91% 32
2025
Q1 		$2.44M Sell
4,228
-626
-13% -$404K 0.76% 33
2024
Q4 		$2.84M Sell
4,854
-150
-3% -$88K 0.79% 31
2024
Q3 		$2.86M Buy
5,004
+60
+1% +$30.9K 0.84% 30
2024
Q2 		$2.49M Sell
4,944
-70
-1% -$34K 0.78% 35
2024
Q1 		$2.43M Sell
5,014
-1,146
-19% -$511K 0.76% 33
2023
Q4 		$2.18M Sell
6,160
-119
-2% -$38.8K 0.76% 35
2023
Q3 		$1.89M Sell
6,279
-3,859
-38% -$1.16M 0.74% 36
2023
Q2 		$2.91M Sell
10,138
-105
-1% -$25.9K 0.92% 29
2023
Q1 		$2.17M Buy
10,243
+390
+4% +$66.4K 0.76% 38
2022
Q4 		$1.19M Sell
9,853
-5,271
-35% -$619K 0.47% 48
2022
Q3 		$2.05M Sell
15,124
-7,368
-33% -$1.19M 0.76% 42
2022
Q2 		$3.63M Buy
22,492
+4,566
+25% +$881K 1.32% 23
2022
Q1 		$3.99M Buy
17,926
+7,720
+76% +$1.93M 1.09% 28
2021
Q4 		$3.43M Sell
10,206
-3,039
-23% -$1.01M 0.88% 35
2021
Q3 		$4.5M Buy
13,245
+591
+5% +$213K 1.3% 26
2021
Q2 		$4.4M Sell
12,654
-1,076
-8% -$345K 1.33% 25
2021
Q1 		$4.04M Sell
13,730
-164
-1% -$44.2K 1.44% 24
2020
Q4 		$3.8M Sell
13,894
-855
-6% -$234K 1.64% 20
2020
Q3 		$3.86M Sell
14,749
-2,060
-12% -$531K 1.99% 16
2020
Q2 		$3.82M Sell
16,809
-702
-4% -$147K 2.37% 12
2020
Q1 		$2.92M Buy
17,511
+4,407
+34% +$863K 2.63% 10
2019
Q4 		$2.69M Sell
13,104
-94
-0.7% -$18.2K 2.23% 16
2019
Q3 		$2.35M Buy
13,198
+1,400
+12% +$266K 2.18% 16
2019
Q2 		$2.28M Buy
11,798
+2,605
+28% +$476K 2.23% 15
2019
Q1 		$1.53M Sell
9,193
-826
-8% -$131K 1.58% 20
2018
Q4 		$1.31M Buy
+10,019
New +$1.45M 1.61% 21

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

Xcel Wealth Management's META Position: Q3 2026 in Review

Xcel Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.63% in Q3 2026, selling an estimated $11.2K and leaving 2,832 shares worth $2.05M. The position accounts for 0.51% of the portfolio, ranked #54.

Xcel Wealth Management first reported a position in META in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.5M in Q3 2021. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Xcel Wealth Management held 2,832 shares of Meta Platforms (Facebook) worth $2.05M as of Q3 2026.
  • Xcel Wealth Management sold 18 Meta Platforms (Facebook) shares in Q3 2026, an estimated $11.2K.
  • Meta Platforms (Facebook) made up 0.51% of Xcel Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Xcel Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 32 quarters since.
  • Xcel Wealth Management's Meta Platforms (Facebook) position peaked at $4.5M in Q3 2021.
  • 3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.