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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
Q2 		$56.3K Hold
100
– – 0.01% 107
2026
Q1 		$57.2K Hold
100
– – 0.02% 100
2025
Q4 		$66K Buy
+100
New +$66.8K 0.02% 98

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

Consilio Wealth Advisors's META Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.43% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,327 shares worth $3.56M. The position accounts for 0.85% of the portfolio, ranked #26.

Consilio Wealth Advisors first reported a position in META in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.78M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Consilio Wealth Advisors held 6,327 shares of Meta Platforms (Facebook) worth $3.56M as of Q2 2026.
  • Consilio Wealth Advisors bought 27 Meta Platforms (Facebook) shares in Q2 2026, an estimated $16.5K.
  • Meta Platforms (Facebook) made up 0.85% of Consilio Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Consilio Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Meta Platforms (Facebook) position peaked at $4.78M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.