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A4 Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

A4 Wealth Advisors’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 		$268K Sell
476
-370
-44% -$226K 0.18% 72
2026
Q1 		$484K Sell
846
-135
-14% -$86.5K 0.4% 48
2025
Q4 		$648K Sell
981
-898
-48% -$600K 0.56% 42
2025
Q3 		$1.38M Buy
+1,879
New +$1.4M 1.16% 24

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

A4 Wealth Advisors's META Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 44% in Q2 2026, selling an estimated $226K and leaving 476 shares worth $268K. The position accounts for 0.18% of the portfolio, ranked #72.

A4 Wealth Advisors first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q3 2025. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • A4 Wealth Advisors held 476 shares of Meta Platforms (Facebook) worth $268K as of Q2 2026.
  • A4 Wealth Advisors sold 370 Meta Platforms (Facebook) shares in Q2 2026, an estimated $226K.
  • Meta Platforms (Facebook) made up 0.18% of A4 Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • A4 Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.38M in Q3 2025.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.