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CCG Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

CCG Wealth Management’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 		$2.91M Buy
5,172
+85
+2% +$52K 0.68% 25
2026
Q1 		$2.91M Buy
5,087
+2,113
+71% +$1.35M 0.79% 23
2025
Q4 		$1.96M Buy
2,974
+413
+16% +$276K 0.84% 20
2025
Q3 		$1.88M Buy
2,561
+155
+6% +$115K 0.89% 24
2025
Q2 		$1.78M Buy
2,406
+38
+2% +$23.5K 0.94% 22
2025
Q1 		$1.36M Buy
2,368
+66
+3% +$42.6K 0.82% 24
2024
Q4 		$1.35M Buy
2,302
+20
+0.9% +$11.7K 0.75% 24
2024
Q3 		$1.31M Buy
2,282
+8
+0.4% +$4.12K 0.73% 23
2024
Q2 		$1.15M Sell
2,274
-1,926
-46% -$936K 0.65% 29
2024
Q1 		$2.04M Buy
+4,200
New +$1.87M 1.23% 16
2021
Q3 		– Sell
-605
Closed -$210K – 111
2021
Q2 		$210K Buy
+605
New +$194K 0.16% 76
2020
Q4 		– Sell
-906
Closed -$237K – 85
2020
Q3 		$237K Hold
906
– – 0.22% 49
2020
Q2 		$206K Buy
+906
New +$189K 0.19% 52
2020
Q1 		– Sell
-1,064
Closed -$218K – 81
2019
Q4 		$218K Buy
+1,064
New +$206K 0.14% 92

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

CCG Wealth Management's META Position: Q2 2026 in Review

CCG Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $52K and bringing the position to 5,172 shares worth $2.91M. The position accounts for 0.68% of the portfolio, ranked #25.

CCG Wealth Management first reported a position in META in Q4 2019 and has held it in 14 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CCG Wealth Management held 5,172 shares of Meta Platforms (Facebook) worth $2.91M as of Q2 2026.
  • CCG Wealth Management bought 85 Meta Platforms (Facebook) shares in Q2 2026, an estimated $52K.
  • Meta Platforms (Facebook) made up 0.68% of CCG Wealth Management's portfolio in Q2 2026, its #25 holding.
  • CCG Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 14 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.