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

AGH 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
Q1 		$1.87M Buy
3,262
+168
+5% +$108K 1.37% 17
2025
Q4 		$2.04M Sell
3,094
-405
-12% -$270K 1.53% 15
2025
Q3 		$2.57M Sell
3,499
-52
-1% -$38.7K 1.88% 13
2025
Q2 		$2.62M Sell
3,551
-5
-0.1% -$3.09K 2.16% 12
2025
Q1 		$2.05M Sell
3,556
-59
-2% -$38.1K 1.98% 12
2024
Q4 		$2.12M Buy
+3,615
New +$2.12M 1.96% 14

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AGH Wealth Advisors's META Position: Q1 2026 in Review

AGH Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q1 2026, buying an estimated $108K and bringing the position to 3,262 shares worth $1.87M. The position accounts for 1.37% of the portfolio, ranked #17.

AGH Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.62M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • AGH Wealth Advisors held 3,262 shares of Meta Platforms (Facebook) worth $1.87M as of Q1 2026.
  • AGH Wealth Advisors bought 168 Meta Platforms (Facebook) shares in Q1 2026, an estimated $108K.
  • Meta Platforms (Facebook) made up 1.37% of AGH Wealth Advisors's portfolio in Q1 2026, its #17 holding.
  • AGH Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.62M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.