CWA
META icon

Consilium Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Consilium Wealth Advisory’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 		$3.52M Sell
6,250
-1,468
-19% -$898K 1.04% 24
2026
Q1 		$4.42M Buy
7,718
+664
+9% +$426K 1.51% 19
2025
Q4 		$4.66M Buy
7,054
+424
+6% +$283K 1.72% 17
2025
Q3 		$4.87M Sell
6,630
-265
-4% -$197K 1.88% 16
2025
Q2 		$5.09M Buy
6,895
+705
+11% +$436K 2.15% 14
2025
Q1 		$3.57M Buy
6,190
+6
+0.1% +$3.87K 1.79% 16
2024
Q4 		$3.62M Buy
6,184
+563
+10% +$330K 1.73% 20
2024
Q3 		$3.22M Buy
5,621
+193
+4% +$99.3K 1.76% 17
2024
Q2 		$2.74M Sell
5,428
-2,163
-28% -$1.05M 1.49% 19
2024
Q1 		$3.69M Buy
7,591
+532
+8% +$237K 2.07% 15
2023
Q4 		$2.5M Buy
7,059
+373
+6% +$121K 1.5% 20
2023
Q3 		$2.01M Buy
6,686
+174
+3% +$52.4K 1.41% 20
2023
Q2 		$1.87M Buy
6,512
+2,868
+79% +$708K 1.3% 20
2023
Q1 		$772K Sell
3,644
-103
-3% -$17.5K 0.66% 30
2022
Q4 		$451K Sell
3,747
-2,827
-43% -$332K 0.38% 53
2022
Q3 		$892K Buy
6,574
+51
+0.8% +$8.27K 0.99% 24
2022
Q2 		$1.05M Sell
6,523
-1,029
-14% -$199K 1.13% 24
2022
Q1 		$1.68M Buy
7,552
+2,062
+38% +$515K 1.2% 18
2021
Q4 		$1.85M Buy
+5,490
New +$1.82M 1.2% 17

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

Consilium Wealth Advisory's META Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $898K and leaving 6,250 shares worth $3.52M. The position accounts for 1.04% of the portfolio, ranked #24.

Consilium Wealth Advisory first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.09M in Q2 2025. 5,080 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Consilium Wealth Advisory held 6,250 shares of Meta Platforms (Facebook) worth $3.52M as of Q2 2026.
  • Consilium Wealth Advisory sold 1,468 Meta Platforms (Facebook) shares in Q2 2026, an estimated $898K.
  • Meta Platforms (Facebook) made up 1.04% of Consilium Wealth Advisory's portfolio in Q2 2026, its #24 holding.
  • Consilium Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's Meta Platforms (Facebook) position peaked at $5.09M in Q2 2025.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.