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Broadway Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

Broadway Wealth Solutions’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 		$557K Buy
989
+59
+6% +$36.1K 0.26% 33
2026
Q1 		$532K Buy
930
+49
+6% +$31.4K 0.28% 31
2025
Q4 		$582K Buy
881
+46
+6% +$30.7K 0.31% 26
2025
Q3 		$613K Buy
835
+19
+2% +$14.1K 0.34% 26
2025
Q2 		$602K Buy
816
+122
+18% +$75.4K 0.38% 26
2025
Q1 		$400K Sell
694
-64
-8% -$41.3K 0.29% 33
2024
Q4 		$444K Buy
+758
New +$445K 0.34% 28

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

Broadway Wealth Solutions's META Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Meta Platforms (Facebook) (META) stake by 6.3% in Q2 2026, buying an estimated $36.1K and bringing the position to 989 shares worth $557K. The position accounts for 0.26% of the portfolio, ranked #33.

Broadway Wealth Solutions first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $613K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Broadway Wealth Solutions held 989 shares of Meta Platforms (Facebook) worth $557K as of Q2 2026.
  • Broadway Wealth Solutions bought 59 Meta Platforms (Facebook) shares in Q2 2026, an estimated $36.1K.
  • Meta Platforms (Facebook) made up 0.26% of Broadway Wealth Solutions's portfolio in Q2 2026, its #33 holding.
  • Broadway Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Meta Platforms (Facebook) position peaked at $613K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.