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

Crux 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 		$4.4M Sell
7,699
-21
-0.3% -$13.5K 1.69% 12
2025
Q4 		$5.1M Buy
7,720
+111
+1% +$74.1K 1.9% 8
2025
Q3 		$5.59M Buy
7,609
+285
+4% +$212K 2.21% 7
2025
Q2 		$5.41M Buy
7,324
+993
+16% +$614K 2.3% 7
2025
Q1 		$3.65M Buy
6,331
+480
+8% +$310K 1.9% 9
2024
Q4 		$3.43M Buy
+5,851
New +$3.43M 1.91% 12

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

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

Crux Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.27% in Q1 2026, selling an estimated $13.5K and leaving 7,699 shares worth $4.4M. The position accounts for 1.69% of the portfolio, ranked #12.

Crux Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.59M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Crux Wealth Advisors held 7,699 shares of Meta Platforms (Facebook) worth $4.4M as of Q1 2026.
  • Crux Wealth Advisors sold 21 Meta Platforms (Facebook) shares in Q1 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 1.69% of Crux Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Crux Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.59M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.