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Aegis Wealth Management (Iowa)’s Meta Platforms (Facebook) META Stock Holding History

Aegis Wealth Management (Iowa)’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 		$269K Buy
478
+121
+34% +$74K 0.17% 96
2026
Q1 		$204K Buy
+357
New +$229K 0.16% 109

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

Aegis Wealth Management (Iowa)'s META Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, buying an estimated $74K and bringing the position to 478 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #96.

Aegis Wealth Management (Iowa) first reported a position in META in Q1 2026 and has held it in 2 quarters since. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 478 shares of Meta Platforms (Facebook) worth $269K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 121 Meta Platforms (Facebook) shares in Q2 2026, an estimated $74K.
  • Meta Platforms (Facebook) made up 0.17% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #96 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.