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Cerro Pacific Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cerro Pacific 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 		$2.8M Buy
4,978
+46
+0.9% +$28.1K 0.63% 34
2026
Q1 		$2.82M Buy
4,932
+10
+0.2% +$6.41K 0.74% 33
2025
Q4 		$3.25M Sell
4,922
-26
-0.5% -$17.4K 0.88% 31
2025
Q3 		$3.63M Buy
4,948
+102
+2% +$75.9K 1% 27
2025
Q2 		$3.58M Buy
4,846
+363
+8% +$224K 0.99% 25
2025
Q1 		$2.62M Buy
4,483
+127
+3% +$81.9K 0.85% 31
2024
Q4 		$2.49M Buy
4,356
+128
+3% +$75.1K 0.83% 34
2024
Q3 		$2.13M Hold
4,228
– – 0.81% 38
2024
Q2 		$2.13M Buy
+4,228
New +$2.06M 0.82% 38
2023
Q1 		$883K Sell
4,164
-1,539
-27% -$262K 0.49% 57
2022
Q4 		$686K Sell
5,703
-790
-12% -$92.8K 0.36% 72
2022
Q3 		$881K Sell
6,493
-367
-5% -$59.5K 0.53% 51
2022
Q2 		$1.11M Sell
6,860
-1,458
-18% -$281K 0.69% 34
2022
Q1 		$1.85M Buy
8,318
+268
+3% +$67K 1.13% 17
2021
Q4 		$2.71M Sell
8,050
-130
-2% -$43.2K 1.72% 12
2021
Q3 		$2.78M Buy
8,180
+1,237
+18% +$446K 2% 10
2021
Q2 		$2.41M Buy
+6,943
New +$2.23M 1.79% 10
2020
Q4 		$2.34M Buy
+8,558
New +$2.35M 1.39% 13

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

Cerro Pacific Wealth Advisors's META Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.93% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,978 shares worth $2.8M. The position accounts for 0.63% of the portfolio, ranked #34.

Cerro Pacific Wealth Advisors first reported a position in META in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.63M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 4,978 shares of Meta Platforms (Facebook) worth $2.8M as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 46 Meta Platforms (Facebook) shares in Q2 2026, an estimated $28.1K.
  • Meta Platforms (Facebook) made up 0.63% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.63M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.