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	$229K	Buy	+400	New	+$256K	0.09%	168

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.