AWA
META icon

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

Aaron 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 		$12.1M Buy
21,425
+1,406
+7% +$860K 0.61% 25
2026
Q1 		$11.5M Sell
20,019
-8,089
-29% -$5.18M 0.65% 25
2025
Q4 		$18.6M Buy
28,108
+4,722
+20% +$3.15M 1.01% 18
2025
Q3 		$17.2M Buy
23,386
+10,140
+77% +$7.55M 1.02% 17
2025
Q2 		$9.78M Buy
13,246
+919
+7% +$568K 1% 17
2025
Q1 		$7.1M Buy
12,327
+703
+6% +$454K 0.81% 21
2024
Q4 		$6.81M Buy
11,624
+766
+7% +$450K 0.79% 22
2024
Q3 		$6.22M Buy
10,858
+2,248
+26% +$1.16M 0.74% 21
2024
Q2 		$4.34M Buy
8,610
+1,070
+14% +$520K 0.6% 24
2024
Q1 		$3.66M Buy
7,540
+2,364
+46% +$1.05M 0.52% 29
2023
Q4 		$1.83M Sell
5,176
-7
-0.1% -$2.28K 0.3% 47
2023
Q3 		$1.56M Buy
5,183
+304
+6% +$91.6K 0.2% 71
2023
Q2 		$1.4M Buy
4,879
+720
+17% +$178K 0.18% 79
2023
Q1 		$881K Buy
4,159
+1,244
+43% +$212K 0.12% 98
2022
Q4 		$351K Sell
2,915
-911
-24% -$107K 0.05% 179
2022
Q3 		$519K Sell
3,826
-1,704
-31% -$276K 0.1% 106
2022
Q2 		$891K Sell
5,530
-1,004,429
-99% -$194M 0.22% 67
2022
Q1 		$4.54M Buy
1,009,959
+1,004,975
+20,164% +$251M 0.06% 132
2021
Q4 		$1.68M Buy
4,984
+1,588
+47% +$527K 0.47% 36
2021
Q3 		$1.15M Buy
3,396
+89
+3% +$32.1K 0.32% 42
2021
Q2 		$1.15M Sell
3,307
-69
-2% -$22.1K 0.38% 43
2021
Q1 		$994K Buy
3,376
+329
+11% +$88.6K 0.36% 48
2020
Q4 		$832K Buy
+3,047
New +$835K 0.3% 49

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

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

Aaron Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 7% in Q2 2026, buying an estimated $860K and bringing the position to 21,425 shares worth $12.1M. The position accounts for 0.61% of the portfolio, ranked #25.

Aaron Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.6M in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aaron Wealth Advisors held 21,425 shares of Meta Platforms (Facebook) worth $12.1M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,406 Meta Platforms (Facebook) shares in Q2 2026, an estimated $860K.
  • Meta Platforms (Facebook) made up 0.61% of Aaron Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Aaron Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Meta Platforms (Facebook) position peaked at $18.6M in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.