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

Acumen 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 		$6.24M Sell
11,069
-5,907
-35% -$3.61M 1.32% 23
2026
Q1 		$9.71M Buy
16,976
+619
+4% +$397K 2.61% 8
2025
Q4 		$10.8M Buy
+16,357
New +$10.9M 3.11% 7

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

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

Acumen Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 35% in Q2 2026, selling an estimated $3.61M and leaving 11,069 shares worth $6.24M. The position accounts for 1.32% of the portfolio, ranked #23.

Acumen Wealth Advisors first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q4 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Acumen Wealth Advisors held 11,069 shares of Meta Platforms (Facebook) worth $6.24M as of Q2 2026.
  • Acumen Wealth Advisors sold 5,907 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.61M.
  • Meta Platforms (Facebook) made up 1.32% of Acumen Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Acumen Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Meta Platforms (Facebook) position peaked at $10.8M in Q4 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.