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B.O.S.S. Retirement Advisors’s Meta Platforms (Facebook) META Stock Holding History

B.O.S.S. Retirement 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 		$1.91M Buy
3,387
+548
+19% +$335K 0.52% 44
2026
Q1 		$1.62M Sell
2,839
-130
-4% -$83.3K 0.5% 46
2025
Q4 		$1.96M Sell
2,969
-441
-13% -$294K 0.62% 40
2025
Q3 		$2.5M Buy
3,410
+253
+8% +$188K 0.6% 36
2025
Q2 		$2.33M Buy
3,157
+297
+10% +$184K 0.59% 38
2025
Q1 		$1.65M Buy
2,860
+426
+18% +$275K 0.48% 46
2024
Q4 		$1.42M Sell
2,434
-12,184
-83% -$7.15M 0.4% 58
2024
Q3 		$8.37M Sell
14,618
-1,816
-11% -$934K 1.69% 8
2024
Q2 		$8.29M Buy
16,434
+2,782
+20% +$1.35M 2.12% 7
2024
Q1 		$4.83M Sell
13,652
-1,216
-8% -$542K 1.85% 8
2023
Q4 		$5.26M Buy
14,868
+1,352
+10% +$440K 1.02% 17
2023
Q3 		$4.06M Buy
13,516
+476
+4% +$143K 0.87% 18
2023
Q2 		$3.74M Sell
13,040
-618
-5% -$152K 0.8% 24
2023
Q1 		$2.89M Buy
13,658
+624
+5% +$106K 0.68% 38
2022
Q4 		$1.57M Buy
+13,034
New +$1.53M 0.4% 106

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

B.O.S.S. Retirement Advisors's META Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, buying an estimated $335K and bringing the position to 3,387 shares worth $1.91M. The position accounts for 0.52% of the portfolio, ranked #44.

B.O.S.S. Retirement Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.37M in Q3 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 3,387 shares of Meta Platforms (Facebook) worth $1.91M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 548 Meta Platforms (Facebook) shares in Q2 2026, an estimated $335K.
  • Meta Platforms (Facebook) made up 0.52% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #44 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's Meta Platforms (Facebook) position peaked at $8.37M in Q3 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.