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Allworth Financial’s Meta Platforms (Facebook) META Stock Holding History

Allworth Financial’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
2025
Q1 		– Hold
0
– -$499K – 4134
2024
Q4 		– Hold
0
– – – 692

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

Allworth Financial's META Position: Q2 2026 in Review

Allworth Financial reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $7.6M and leaving 89,681 shares worth $50.5M. The position accounts for 0.21% of the portfolio, ranked #73.

Allworth Financial first reported a position in META in Q1 2015 and has held it in 46 quarters since. The position peaked at $63.7M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Allworth Financial held 89,681 shares of Meta Platforms (Facebook) worth $50.5M as of Q2 2026.
  • Allworth Financial sold 12,426 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.6M.
  • Meta Platforms (Facebook) made up 0.21% of Allworth Financial's portfolio in Q2 2026, its #73 holding.
  • Allworth Financial first reported a position in Meta Platforms (Facebook) in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Meta Platforms (Facebook) position peaked at $63.7M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.