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

Core Wealth Advisors (Florida)’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 		$336K Buy
597
+175
+41% +$107K 0.07% 101
2026
Q1 		$241K Buy
422
+40
+10% +$25.6K 0.06% 98
2025
Q4 		$252K Buy
382
+76
+25% +$50.8K 0.07% 81
2025
Q3 		$225K Buy
+306
New +$228K 0.06% 87
2024
Q2 		– Sell
-246
Closed -$119K – 163
2024
Q1 		$119K Hold
246
– – 0.04% 67
2023
Q4 		$87.1K Buy
246
+240
+4,000% +$78.2K 0.03% 70
2023
Q3 		$1.8K Hold
6
– – ﹤0.01% 220
2023
Q2 		$1.72K Hold
6
– – ﹤0.01% 219
2023
Q1 		$1.27K Hold
6
– – ﹤0.01% 230
2022
Q4 		$722 Sell
6
-25
-81% -$2.94K ﹤0.01% 250
2022
Q3 		$4K Sell
31
-34
-52% -$5.51K ﹤0.01% 184
2022
Q2 		$10K Sell
65
-469
-88% -$90.5K 0.01% 141
2022
Q1 		$119K Buy
534
+355
+198% +$88.7K 0.07% 50
2021
Q4 		$60K Sell
179
-2,957
-94% -$982K 0.04% 77
2021
Q3 		$1.06M Buy
3,136
+2,960
+1,682% +$1.07M 0.71% 20
2021
Q2 		$61K Sell
176
-1,878
-91% -$602K 0.04% 64
2021
Q1 		$605K Buy
2,054
+225
+12% +$60.6K 0.53% 21
2020
Q4 		$500K Buy
1,829
+87
+5% +$23.9K 0.45% 25
2020
Q3 		$456K Sell
1,742
-290
-14% -$74.8K 0.43% 27
2020
Q2 		$461K Buy
2,032
+1,082
+114% +$226K 0.41% 29
2020
Q1 		$158K Buy
+950
New +$186K 0.12% 39

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

Core Wealth Advisors (Florida)'s META Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Meta Platforms (Facebook) (META) stake by 41% in Q2 2026, buying an estimated $107K and bringing the position to 597 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #101.

Core Wealth Advisors (Florida) first reported a position in META in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.06M in Q3 2021. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Core Wealth Advisors (Florida) held 597 shares of Meta Platforms (Facebook) worth $336K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 175 Meta Platforms (Facebook) shares in Q2 2026, an estimated $107K.
  • Meta Platforms (Facebook) made up 0.07% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #101 holding.
  • Core Wealth Advisors (Florida) first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 21 quarters since.
  • Core Wealth Advisors (Florida)'s Meta Platforms (Facebook) position peaked at $1.06M in Q3 2021.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.