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Breakthru Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Breakthru Advisory Services’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 		– Sell
-1,526
Closed -$873K – 41
2026
Q1 		$873K Sell
1,526
-70
-4% -$44.9K 1.4% 19
2025
Q4 		$1.05M Buy
1,596
+43
+3% +$28.7K 0.67% 24
2025
Q3 		$1.14M Buy
+1,553
New +$1.16M 0.75% 22
2025
Q1 		– Sell
-1,408
Closed -$824K – 36
2024
Q4 		$824K Buy
+1,408
New +$826K 0.75% 19

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

Breakthru Advisory Services's META Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 1,526 shares — an estimated $873K sold.

Breakthru Advisory Services first reported a position in META in Q4 2024 and held it in 4 quarters. The position peaked at $1.14M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Breakthru Advisory Services reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 1,526 Meta Platforms (Facebook) shares in Q2 2026, an estimated $873K.
  • Breakthru Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's Meta Platforms (Facebook) position peaked at $1.14M in Q3 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.