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

Consilio 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
Q1 		$3.6M Sell
6,300
-394
-6% -$253K 1.05% 23
2025
Q4 		$4.42M Buy
6,694
+192
+3% +$128K 1.29% 19
2025
Q3 		$4.78M Buy
6,502
+61
+0.9% +$45.4K 1.57% 13
2025
Q2 		$4.72M Buy
6,441
+114
+2% +$70.4K 1.69% 12
2025
Q1 		$3.65M Sell
6,327
-295
-4% -$190K 1.52% 14
2024
Q4 		$3.88M Buy
6,622
+388
+6% +$228K 1.59% 13
2024
Q3 		$3.57M Buy
6,234
+1,179
+23% +$607K 1.47% 16
2024
Q2 		$2.55M Buy
5,055
+1,018
+25% +$495K 1.14% 20
2024
Q1 		$1.96M Sell
4,037
-617
-13% -$275K 0.92% 19
2023
Q4 		$1.65M Buy
4,654
+365
+9% +$119K 0.84% 18
2023
Q3 		$1.29M Sell
4,289
-62
-1% -$18.7K 0.75% 23
2023
Q2 		$1.25M Buy
4,351
+1,086
+33% +$268K 0.69% 23
2023
Q1 		$692K Sell
3,265
-1
-0% -$170 0.39% 30
2022
Q4 		$393K Buy
3,266
+615
+23% +$72.2K 0.25% 36
2022
Q3 		$360K Buy
2,651
+873
+49% +$141K 0.28% 39
2022
Q2 		$287K Sell
1,778
-108
-6% -$20.8K 0.23% 34
2022
Q1 		$419K Buy
+1,886
New +$471K 0.33% 33

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Consilio Wealth Advisors's META Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.9% in Q1 2026, selling an estimated $253K and leaving 6,300 shares worth $3.6M. The position accounts for 1.05% of the portfolio, ranked #23.

Consilio Wealth Advisors first reported a position in META in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.78M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Consilio Wealth Advisors held 6,300 shares of Meta Platforms (Facebook) worth $3.6M as of Q1 2026.
  • Consilio Wealth Advisors sold 394 Meta Platforms (Facebook) shares in Q1 2026, an estimated $253K.
  • Meta Platforms (Facebook) made up 1.05% of Consilio Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Consilio Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 17 quarters since.
  • Consilio Wealth Advisors's Meta Platforms (Facebook) position peaked at $4.78M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.