Colton Groome Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Colton Groome Financial 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	$343K	Sell	608 -39	-6%	-$23.8K	0.08%	120
2026 Q1	$370K	Sell	647 -15	-2%	-$9.61K	0.11%	98
2025 Q4	$437K	Buy	662 +154	+30%	+$103K	0.13%	88
2025 Q3	$373K	Buy	508 +53	+12%	+$39.4K	0.11%	98
2025 Q2	$336K	Buy	+455	New	+$281K	0.11%	97
2024 Q4	–	Sell	-705	Closed	-$404K	–	131
2024 Q3	$404K	Hold	705	–	–	0.15%	87
2024 Q2	$355K	Sell	705 -25	-3%	-$12.2K	0.14%	86
2024 Q1	$354K	Sell	730 -14	-2%	-$6.25K	0.14%	82
2023 Q4	$263K	Buy	+744	New	+$242K	0.11%	103

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Colton Groome Financial Advisors's META Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 6% in Q2 2026, selling an estimated $23.8K and leaving 608 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #120.

Colton Groome Financial Advisors first reported a position in META in Q4 2023 and has held it in 9 quarters since. The position peaked at $437K in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Colton Groome Financial Advisors held 608 shares of Meta Platforms (Facebook) worth $343K as of Q2 2026.
Colton Groome Financial Advisors sold 39 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.8K.
Meta Platforms (Facebook) made up 0.08% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #120 holding.
Colton Groome Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 9 quarters since.
Colton Groome Financial Advisors's Meta Platforms (Facebook) position peaked at $437K in Q4 2025.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.