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Alvarez & Marsal Private Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$2.3M Sell
4,082
-138
-3% -$84.4K 0.3% 26
2026
Q1 		$2.41M Buy
4,220
+2,302
+120% +$1.48M 0.34% 26
2025
Q4 		$1.27M Buy
+1,918
New +$1.28M 0.24% 28

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

Alvarez & Marsal Private Wealth Partners's META Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 3.3% in Q2 2026, selling an estimated $84.4K and leaving 4,082 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #26.

Alvarez & Marsal Private Wealth Partners first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41M in Q1 2026. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 4,082 shares of Meta Platforms (Facebook) worth $2.3M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 138 Meta Platforms (Facebook) shares in Q2 2026, an estimated $84.4K.
  • Meta Platforms (Facebook) made up 0.3% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Meta Platforms (Facebook) position peaked at $2.41M in Q1 2026.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.