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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
Q2 		$4.26M Sell
7,557
-142
-2% -$86.8K 1.48% 14
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 $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

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

Crux Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.8% in Q2 2026, selling an estimated $86.8K and leaving 7,557 shares worth $4.26M. The position accounts for 1.48% of the portfolio, ranked #14.

Crux Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Crux Wealth Advisors held 7,557 shares of Meta Platforms (Facebook) worth $4.26M as of Q2 2026.
  • Crux Wealth Advisors sold 142 Meta Platforms (Facebook) shares in Q2 2026, an estimated $86.8K.
  • Meta Platforms (Facebook) made up 1.48% of Crux Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Crux Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.59M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.