CWM
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Consultiva Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Consultiva Wealth Management’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 		$248K Hold
440
– – 0.56% 28
2026
Q1 		$252K Hold
440
– – 0.73% 20
2025
Q4 		$290K Buy
440
+145
+49% +$96.8K 0.82% 20
2025
Q3 		$217K Hold
295
– – 0.61% 24
2025
Q2 		$218K Hold
295
– – 0.67% 25
2025
Q1 		$170K Buy
295
+255
+638% +$165K 0.58% 24
2024
Q4 		$23.4K Buy
+40
New +$23.5K 0.12% 91

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

Consultiva Wealth Management's META Position: Q2 2026 in Review

Consultiva Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 440 shares worth $248K. The position accounts for 0.56% of the portfolio, ranked #28.

Consultiva Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $290K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Consultiva Wealth Management held 440 shares of Meta Platforms (Facebook) worth $248K as of Q2 2026.
  • Consultiva Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.56% of Consultiva Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Consultiva Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Consultiva Wealth Management's Meta Platforms (Facebook) position peaked at $290K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.