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

AmeriServ 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 		– Sell
-394
Closed -$225K – 58
2026
Q1 		$225K Sell
394
-41
-9% -$26.3K 0.14% 54
2025
Q4 		$287K Sell
435
-204
-32% -$136K 0.17% 51
2025
Q3 		$469K Hold
639
– – 0.24% 39
2025
Q2 		$472K Hold
639
– – 0.23% 37
2025
Q1 		$368K Sell
639
-1
-0.2% -$645 0.21% 43
2024
Q4 		$375K Buy
+640
New +$376K 0.2% 44
2022
Q2 		– Sell
-1,395
Closed -$310K – 65
2022
Q1 		$310K Buy
1,395
+239
+21% +$59.7K 0.23% 54
2021
Q4 		$389K Hold
1,156
– – 0.27% 44
2021
Q3 		$392K Sell
1,156
-40
-3% -$14.4K 0.3% 44
2021
Q2 		$416K Sell
1,196
-619
-34% -$199K 0.32% 44
2021
Q1 		$535K Sell
1,815
-545
-23% -$147K 0.46% 36
2020
Q4 		$645K Buy
+2,360
New +$647K 0.63% 32
2019
Q1 		– Sell
-1,937
Closed -$254K – 73
2018
Q4 		$254K Sell
1,937
-6,691
-78% -$969K 0.64% 51
2018
Q3 		$1.42M Buy
8,628
+1,439
+20% +$261K 1.77% 14
2018
Q2 		$1.4M Sell
7,189
-2
-0% -$361 1.88% 12
2018
Q1 		$1.15M Buy
7,191
+1,158
+19% +$208K 1.3% 15
2017
Q4 		$1.07M Buy
+6,033
New +$1.07M 1.03% 18
2016
Q4 		– Sell
-5,173
Closed -$664K – 62
2016
Q3 		$664K Buy
+5,173
New +$642K 0.84% 29

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

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

AmeriServ Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 394 shares — an estimated $225K sold.

AmeriServ Wealth Advisors first reported a position in META in Q3 2016 and held it in 18 quarters. The position peaked at $1.42M in Q3 2018. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • AmeriServ Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 394 Meta Platforms (Facebook) shares in Q2 2026, an estimated $225K.
  • AmeriServ Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and held it in 18 quarters.
  • AmeriServ Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.42M in Q3 2018.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.