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

Adapt 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 		$1.47M Sell
2,601
-255
-9% -$156K 0.48% 39
2026
Q1 		$1.63M Sell
2,856
-86
-3% -$55.1K 0.59% 33
2025
Q4 		$1.94M Buy
2,942
+149
+5% +$99.5K 0.67% 31
2025
Q3 		$2.05M Buy
2,793
+2,254
+418% +$1.68M 0.76% 29
2025
Q2 		$398K Sell
539
-10
-2% -$6.18K 0.18% 45
2025
Q1 		$316K Buy
549
+36
+7% +$23.2K 0.15% 47
2024
Q4 		$300K Buy
513
+10
+2% +$5.87K 0.15% 59
2024
Q3 		$288K Sell
503
-10
-2% -$5.14K 0.15% 56
2024
Q2 		$259K Buy
513
+13
+3% +$6.32K 0.16% 57
2024
Q1 		$243K Buy
+500
New +$223K 0.17% 48

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

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

Adapt Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.9% in Q2 2026, selling an estimated $156K and leaving 2,601 shares worth $1.47M. The position accounts for 0.48% of the portfolio, ranked #39.

Adapt Wealth Advisors first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Adapt Wealth Advisors held 2,601 shares of Meta Platforms (Facebook) worth $1.47M as of Q2 2026.
  • Adapt Wealth Advisors sold 255 Meta Platforms (Facebook) shares in Q2 2026, an estimated $156K.
  • Meta Platforms (Facebook) made up 0.48% of Adapt Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Adapt Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.05M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.