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

Beta Wealth 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	$270K	Hold	480	–	–	0.1%	108
2026 Q1	$275K	Buy	480 +2	+0.4%	+$1.28K	0.11%	104
2025 Q4	$315K	Hold	478	–	–	0.13%	101
2025 Q3	$351K	Sell	478 -1	-0.2%	-$744	0.14%	100
2025 Q2	$353K	Sell	479 -158	-25%	-$97.6K	0.13%	85
2025 Q1	$367K	Sell	637 -1,886	-75%	-$1.22M	0.13%	81
2024 Q4	$1.48M	Buy	2,523 +12	+0.5%	+$7.04K	0.65%	37
2024 Q3	$1.44M	Buy	2,511 +2,094	+502%	+$1.08M	0.65%	37
2024 Q2	$210K	Hold	417	–	–	0.1%	97
2024 Q1	$203K	Sell	417 -189	-31%	-$84.3K	0.1%	98
2023 Q4	$215K	Buy	+606	New	+$197K	0.11%	101
2022 Q3	–	Sell	-1,406	Closed	-$227K	–	97
2022 Q2	$227K	Hold	1,406	–	–	0.15%	77
2022 Q1	$313K	Hold	1,406	–	–	0.21%	69
2021 Q4	$477K	Hold	1,406	–	–	0.34%	42
2021 Q3	$477K	Hold	1,406	–	–	0.34%	42
2021 Q2	$489K	Hold	1,406	–	–	0.34%	42
2021 Q1	$414K	Buy	+1,406	New	+$379K	0.3%	45

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beta Wealth Group's META Position: Q2 2026 in Review

Beta Wealth Group held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 480 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #108.

Beta Wealth Group first reported a position in META in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.48M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Beta Wealth Group held 480 shares of Meta Platforms (Facebook) worth $270K as of Q2 2026.
Beta Wealth Group left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.1% of Beta Wealth Group's portfolio in Q2 2026, its #108 holding.
Beta Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 17 quarters since.
Beta Wealth Group's Meta Platforms (Facebook) position peaked at $1.48M in Q4 2024.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.