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

Alta 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 		$3.84M Sell
6,818
-141
-2% -$86.2K 1.04% 24
2026
Q1 		$3.98M Sell
6,959
-102
-1% -$65.4K 1.29% 17
2025
Q4 		$4.66M Buy
7,061
+445
+7% +$297K 1.56% 13
2025
Q3 		$4.86M Sell
6,616
-140
-2% -$104K 1.74% 12
2025
Q2 		$4.99M Sell
6,756
-113
-2% -$69.8K 2.35% 9
2025
Q1 		$3.96M Buy
6,869
+37
+0.5% +$23.9K 1.82% 13
2024
Q4 		$4M Buy
6,832
+20
+0.3% +$11.7K 1.75% 13
2024
Q3 		$3.9M Buy
6,812
+118
+2% +$60.7K 1.78% 13
2024
Q2 		$3.38M Buy
6,694
+48
+0.7% +$23.3K 1.68% 14
2024
Q1 		$3.23M Sell
6,646
-4
-0.1% -$1.78K 1.64% 15
2023
Q4 		$2.35M Buy
6,650
+87
+1% +$28.3K 1.31% 17
2023
Q3 		$1.97M Sell
6,563
-202
-3% -$60.9K 1.21% 24
2023
Q2 		$1.94M Buy
6,765
+1,419
+27% +$350K 1.14% 22
2023
Q1 		$1.13M Buy
+5,346
New +$910K 0.72% 36
2022
Q4 		– Sell
-2,576
Closed -$349K – 146
2022
Q3 		$349K Sell
2,576
-37
-1% -$6K 0.25% 111
2022
Q2 		$421K Buy
2,613
+67
+3% +$12.9K 0.29% 101
2022
Q1 		$566K Buy
2,546
+523
+26% +$131K 0.34% 95
2021
Q4 		$680K Sell
2,023
-187
-8% -$62.1K 0.42% 75
2021
Q3 		$750K Buy
2,210
+130
+6% +$46.8K 0.54% 63
2021
Q2 		$723K Sell
2,080
-709
-25% -$227K 0.53% 68
2021
Q1 		$821K Buy
2,789
+51
+2% +$13.7K 0.69% 51
2020
Q4 		$748K Buy
+2,738
New +$751K 0.63% 56

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

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

Alta Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, selling an estimated $86.2K and leaving 6,818 shares worth $3.84M. The position accounts for 1.04% of the portfolio, ranked #24.

Alta Wealth Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.99M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Alta Wealth Advisors held 6,818 shares of Meta Platforms (Facebook) worth $3.84M as of Q2 2026.
  • Alta Wealth Advisors sold 141 Meta Platforms (Facebook) shares in Q2 2026, an estimated $86.2K.
  • Meta Platforms (Facebook) made up 1.04% of Alta Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Alta Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Alta Wealth Advisors's Meta Platforms (Facebook) position peaked at $4.99M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.