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

Arkadios 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 		$31.4M Sell
55,656
-5,147
-8% -$3.15M 0.47% 35
2026
Q1 		$34.8M Buy
60,803
+5,427
+10% +$3.48M 0.57% 30
2025
Q4 		$36.6M Buy
55,376
+7,325
+15% +$4.89M 0.71% 20
2025
Q3 		$35.3M Buy
48,051
+4,288
+10% +$3.19M 0.85% 14
2025
Q2 		$32.3M Buy
43,763
+2,536
+6% +$1.57M 0.95% 13
2025
Q1 		$23.8M Buy
41,227
+12,281
+42% +$7.92M 0.9% 12
2024
Q4 		$16.9M Sell
28,946
-797
-3% -$468K 0.92% 18
2024
Q3 		$17M Sell
29,743
-179
-0.6% -$92.1K 0.96% 15
2024
Q2 		$15.1M Buy
29,922
+4,314
+17% +$2.1M 1.02% 16
2024
Q1 		$12.4M Sell
25,608
-974
-4% -$434K 0.96% 16
2023
Q4 		$9.41M Sell
26,582
-2,245
-8% -$731K 0.8% 20
2023
Q3 		$8.65M Sell
28,827
-1,557
-5% -$469K 0.82% 21
2023
Q2 		$8.72M Sell
30,384
-6,690
-18% -$1.65M 1.01% 13
2023
Q1 		$7.86M Sell
37,074
-3,894
-10% -$663K 0.94% 19
2022
Q4 		$4.93M Buy
40,968
+67
+0.2% +$7.87K 0.65% 31
2022
Q3 		$5.55M Buy
40,901
+4,570
+13% +$741K 0.84% 20
2022
Q2 		$5.86M Buy
36,331
+967
+3% +$187K 0.87% 17
2022
Q1 		$7.86M Buy
35,364
+9,884
+39% +$2.47M 1.03% 13
2021
Q4 		$8.57M Buy
25,480
+1,816
+8% +$603K 1.14% 8
2021
Q3 		$8.03M Buy
23,664
+2,198
+10% +$792K 1.16% 8
2021
Q2 		$7.46M Buy
21,466
+5,899
+38% +$1.89M 0.91% 9
2021
Q1 		$4.58M Buy
15,567
+4,027
+35% +$1.08M 0.76% 29
2020
Q4 		$3.15M Sell
11,540
-3,018
-21% -$827K 0.66% 34
2020
Q3 		$3.87M Buy
14,558
+224
+2% +$57.8K 1.94% 8
2020
Q2 		$3.44M Buy
14,334
+564
+4% +$118K 1.91% 9
2020
Q1 		$2.3M Buy
13,770
+1,407
+11% +$275K 1.46% 13
2019
Q4 		$2.64M Buy
+12,363
New +$2.39M 1.58% 13

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

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

Arkadios Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.5% in Q2 2026, selling an estimated $3.15M and leaving 55,656 shares worth $31.4M. The position accounts for 0.47% of the portfolio, ranked #35.

Arkadios Wealth Advisors first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $36.6M in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Arkadios Wealth Advisors held 55,656 shares of Meta Platforms (Facebook) worth $31.4M as of Q2 2026.
  • Arkadios Wealth Advisors sold 5,147 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.15M.
  • Meta Platforms (Facebook) made up 0.47% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Arkadios Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Meta Platforms (Facebook) position peaked at $36.6M in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.