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Balboa Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Balboa 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 		$9.81M Sell
17,423
-344
-2% -$210K 1.34% 12
2026
Q1 		$10.2M Sell
17,767
-124
-0.7% -$79.5K 1.71% 10
2025
Q4 		$11.8M Buy
17,891
+3,037
+20% +$2.03M 1.95% 9
2025
Q3 		$10.9M Buy
14,854
+215
+1% +$160K 1.88% 9
2025
Q2 		$10.8M Buy
14,639
+426
+3% +$263K 2.17% 8
2025
Q1 		$8.19M Sell
14,213
-1,187
-8% -$766K 1.98% 9
2024
Q4 		$9.02M Sell
15,400
-971
-6% -$570K 2.06% 8
2024
Q3 		$9.37M Sell
16,371
-1,651
-9% -$850K 2.33% 8
2024
Q2 		$9.09M Buy
18,022
+2,055
+13% +$999K 2.4% 8
2024
Q1 		$7.75M Buy
15,967
+1,661
+12% +$741K 2.28% 9
2023
Q4 		$5.06M Sell
14,306
-1,215
-8% -$396K 1.68% 10
2023
Q3 		$4.66M Buy
15,521
+1,212
+8% +$365K 1.75% 9
2023
Q2 		$4.11M Buy
14,309
+43
+0.3% +$10.6K 1.43% 11
2023
Q1 		$3.02M Buy
14,266
+1,035
+8% +$176K 1.14% 12
2022
Q4 		$1.59M Sell
13,231
-2,287
-15% -$269K 0.72% 26
2022
Q3 		$2.1M Buy
+15,518
New +$2.52M 0.93% 17

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

Balboa Wealth Partners's META Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, selling an estimated $210K and leaving 17,423 shares worth $9.81M. The position accounts for 1.34% of the portfolio, ranked #12.

Balboa Wealth Partners first reported a position in META in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.8M in Q4 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Balboa Wealth Partners held 17,423 shares of Meta Platforms (Facebook) worth $9.81M as of Q2 2026.
  • Balboa Wealth Partners sold 344 Meta Platforms (Facebook) shares in Q2 2026, an estimated $210K.
  • Meta Platforms (Facebook) made up 1.34% of Balboa Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Balboa Wealth Partners first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Meta Platforms (Facebook) position peaked at $11.8M in Q4 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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