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

Blue Zone 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 		$18M Buy
31,928
+10,842
+51% +$6.63M 3.14% 8
2026
Q1 		$12.1M Buy
21,086
+7,725
+58% +$4.95M 2.45% 9
2025
Q4 		$8.82M Sell
13,361
-42
-0.3% -$28K 1.69% 14
2025
Q3 		$9.84M Buy
13,403
+9,177
+217% +$6.83M 1.97% 11
2025
Q2 		$3.12M Buy
4,226
+245
+6% +$151K 0.78% 53
2025
Q1 		$2.29M Sell
3,981
-186
-4% -$120K 0.64% 55
2024
Q4 		$2.44M Buy
4,167
+143
+4% +$83.9K 0.7% 56
2024
Q3 		$2.3M Buy
4,024
+3
+0.1% +$1.54K 0.72% 53
2024
Q2 		$2.03M Sell
4,021
-1,633
-29% -$794K 0.7% 52
2024
Q1 		$2.75M Sell
5,654
-574
-9% -$256K 0.94% 49
2023
Q4 		$2.2M Sell
6,228
-61
-1% -$19.9K 0.88% 45
2023
Q3 		$1.89M Sell
6,289
-52
-0.8% -$15.7K 0.83% 46
2023
Q2 		$1.82M Sell
6,341
-52
-0.8% -$12.8K 0.84% 44
2023
Q1 		$1.35M Buy
6,393
+44
+0.7% +$7.49K 0.72% 45
2022
Q4 		$764K Sell
6,349
-14
-0.2% -$1.64K 0.41% 51
2022
Q3 		$863K Sell
6,363
-13,125
-67% -$2.13M 0.45% 53
2022
Q2 		$3.14M Sell
19,488
-1,117
-5% -$215K 1.42% 24
2022
Q1 		$4.58M Buy
20,605
+6,184
+43% +$1.55M 1.71% 18
2021
Q4 		$4.85M Buy
14,421
+6,426
+80% +$2.13M 1.6% 15
2021
Q3 		$2.71M Hold
7,995
– – 0.94% 43
2021
Q2 		$2.78M Sell
7,995
-8
-0.1% -$2.57K 1.04% 35
2021
Q1 		$2.36M Buy
8,003
+6,827
+581% +$1.84M 1% 38
2020
Q4 		$321K Hold
1,176
– – 0.15% 65
2020
Q3 		$308K Hold
1,176
– – 0.17% 60
2020
Q2 		$267K Buy
+1,176
New +$246K 0.15% 58

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

Blue Zone Wealth Advisors's META Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 51% in Q2 2026, buying an estimated $6.63M and bringing the position to 31,928 shares worth $18M. The position accounts for 3.14% of the portfolio, ranked #8.

Blue Zone Wealth Advisors first reported a position in META in Q2 2020 and has held it in 25 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Blue Zone Wealth Advisors held 31,928 shares of Meta Platforms (Facebook) worth $18M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 10,842 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.63M.
  • Meta Platforms (Facebook) made up 3.14% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Blue Zone Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 25 quarters since.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.