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Advisor OS’s Meta Platforms (Facebook) META Stock Holding History

Advisor OS’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 		$5.68M Sell
10,091
-352
-3% -$215K 0.38% 45
2026
Q1 		$5.97M Buy
10,443
+1,663
+19% +$1.07M 0.43% 41
2025
Q4 		$5.8M Sell
8,780
-231
-3% -$154K 0.47% 36
2025
Q3 		$6.62M Buy
9,011
+634
+8% +$472K 0.57% 28
2025
Q2 		$6.18M Buy
8,377
+558
+7% +$345K 0.61% 26
2025
Q1 		$4.51M Buy
7,819
+478
+7% +$308K 0.51% 31
2024
Q4 		$4.3M Buy
7,341
+312
+4% +$183K 0.5% 33
2024
Q3 		$4.02M Buy
7,029
+624
+10% +$321K 0.4% 43
2024
Q2 		$3.23M Buy
6,405
+361
+6% +$175K 0.35% 49
2024
Q1 		$2.94M Buy
6,044
+106
+2% +$47.3K 0.34% 54
2023
Q4 		$2.1M Buy
5,938
+2,085
+54% +$679K 0.27% 69
2023
Q3 		$1.16M Buy
3,853
+580
+18% +$175K 0.17% 109
2023
Q2 		$939K Buy
3,273
+767
+31% +$189K 0.15% 137
2023
Q1 		$531K Buy
+2,506
New +$427K 0.13% 163
2022
Q1 		– Sell
-1,522
Closed -$512K – 231
2021
Q4 		$512K Buy
1,522
+245
+19% +$81.3K 0.1% 163
2021
Q3 		$433K Sell
1,277
-40
-3% -$14.4K 0.09% 163
2021
Q2 		$458K Sell
1,317
-2
-0.2% -$642 0.1% 146
2021
Q1 		$389K Sell
1,319
-426
-24% -$115K 0.09% 136
2020
Q4 		$477K Buy
+1,745
New +$478K 0.13% 87
2020
Q3 		– Sell
-2,768
Closed -$628K – 135
2020
Q2 		$628K Buy
+2,768
New +$578K 0.37% 57

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

Advisor OS's META Position: Q2 2026 in Review

Advisor OS reduced its Meta Platforms (Facebook) (META) stake by 3.4% in Q2 2026, selling an estimated $215K and leaving 10,091 shares worth $5.68M. The position accounts for 0.38% of the portfolio, ranked #45.

Advisor OS first reported a position in META in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.62M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Advisor OS held 10,091 shares of Meta Platforms (Facebook) worth $5.68M as of Q2 2026.
  • Advisor OS sold 352 Meta Platforms (Facebook) shares in Q2 2026, an estimated $215K.
  • Meta Platforms (Facebook) made up 0.38% of Advisor OS's portfolio in Q2 2026, its #45 holding.
  • Advisor OS first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 20 quarters since.
  • Advisor OS's Meta Platforms (Facebook) position peaked at $6.62M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.