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

ARS Wealth Advisors Group’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 		$8.59M Buy
15,253
+1,099
+8% +$672K 0.67% 37
2026
Q1 		$8.1M Buy
14,154
+873
+7% +$559K 0.68% 37
2025
Q4 		$8.77M Buy
13,281
+2,348
+21% +$1.57M 0.79% 33
2025
Q3 		$8.03M Buy
10,933
+5,784
+112% +$4.3M 0.79% 38
2025
Q2 		$3.8M Buy
5,149
+447
+10% +$276K 0.44% 42
2025
Q1 		$2.71M Buy
4,702
+81
+2% +$52.3K 0.38% 41
2024
Q4 		$2.71M Buy
4,621
+85
+2% +$49.9K 0.37% 41
2024
Q3 		$2.6M Sell
4,536
-141
-3% -$72.6K 0.32% 47
2024
Q2 		$2.36M Sell
4,677
-118
-2% -$57.4K 0.31% 45
2024
Q1 		$2.33M Sell
4,795
-51
-1% -$22.8K 0.31% 45
2023
Q4 		$1.72M Buy
4,846
+349
+8% +$114K 0.25% 49
2023
Q3 		$1.35M Sell
4,497
-76
-2% -$22.9K 0.22% 58
2023
Q2 		$1.31M Buy
4,573
+422
+10% +$104K 0.21% 56
2023
Q1 		$880K Buy
4,151
+288
+7% +$49K 0.16% 59
2022
Q4 		$465K Sell
3,863
-5,245
-58% -$616K 0.08% 91
2022
Q3 		$1.24M Sell
9,108
-2,114
-19% -$343K 0.19% 68
2022
Q2 		$1.81M Sell
11,222
-442
-4% -$85.3K 0.25% 70
2022
Q1 		$2.59M Sell
11,664
-271
-2% -$67.7K 0.45% 39
2021
Q4 		$4.01M Sell
11,935
-158
-1% -$52.5K 0.67% 33
2021
Q3 		$4.1M Buy
+12,093
New +$4.36M 0.75% 32

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

ARS Wealth Advisors Group's META Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Meta Platforms (Facebook) (META) stake by 7.8% in Q2 2026, buying an estimated $672K and bringing the position to 15,253 shares worth $8.59M. The position accounts for 0.67% of the portfolio, ranked #37.

ARS Wealth Advisors Group first reported a position in META in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.77M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • ARS Wealth Advisors Group held 15,253 shares of Meta Platforms (Facebook) worth $8.59M as of Q2 2026.
  • ARS Wealth Advisors Group bought 1,099 Meta Platforms (Facebook) shares in Q2 2026, an estimated $672K.
  • Meta Platforms (Facebook) made up 0.67% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #37 holding.
  • ARS Wealth Advisors Group first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Meta Platforms (Facebook) position peaked at $8.77M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.