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Delta Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Delta Financial 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 		$3.23M Sell
5,725
-340
-6% -$208K 0.77% 41
2026
Q1 		$3.47M Sell
6,065
-58
-0.9% -$37.2K 0.9% 32
2025
Q4 		$4.04M Buy
6,123
+821
+15% +$548K 1.05% 27
2025
Q3 		$3.89M Buy
5,302
+540
+11% +$402K 1.1% 29
2025
Q2 		$3.52M Buy
4,762
+35
+0.7% +$21.6K 1.24% 29
2025
Q1 		$2.72M Buy
4,727
+23
+0.5% +$14.8K 1.02% 35
2024
Q4 		$2.75M Buy
4,704
+213
+5% +$125K 1.02% 32
2024
Q3 		$2.57M Buy
4,491
+181
+4% +$93.1K 0.93% 39
2024
Q2 		$2.17M Buy
4,310
+80
+2% +$38.9K 0.84% 38
2024
Q1 		$2.05M Buy
4,230
+311
+8% +$139K 0.81% 40
2023
Q4 		$1.39M Hold
3,919
– – 0.6% 56
2023
Q3 		$1.18M Sell
3,919
-85
-2% -$25.6K 0.53% 62
2023
Q2 		$1.15M Sell
4,004
-75
-2% -$18.5K 0.51% 61
2023
Q1 		$865K Sell
4,079
-5
-0.1% -$852 0.42% 74
2022
Q4 		$491K Sell
4,084
-2,722
-40% -$320K 0.24% 85
2022
Q3 		$923K Sell
6,806
-475
-7% -$77K 0.49% 67
2022
Q2 		$1.17M Buy
7,281
+360
+5% +$69.5K 0.59% 59
2022
Q1 		$1.54M Buy
6,921
+117
+2% +$29.2K 0.66% 57
2021
Q4 		$2.29M Buy
6,804
+50
+0.7% +$16.6K 0.93% 36
2021
Q3 		$2.29M Sell
6,754
-31
-0.5% -$11.2K 1.02% 32
2021
Q2 		$2.36M Buy
6,785
+56
+0.8% +$18K 1.04% 32
2021
Q1 		$1.98M Buy
6,729
+124
+2% +$33.4K 0.93% 40
2020
Q4 		$1.8M Sell
6,605
-21
-0.3% -$5.76K 0.9% 41
2020
Q3 		$1.74M Sell
6,626
-450
-6% -$116K 0.96% 39
2020
Q2 		$1.61M Sell
7,076
-202
-3% -$42.2K 0.95% 39
2020
Q1 		$1.21M Sell
7,278
-1,829
-20% -$358K 0.84% 48
2019
Q4 		$1.87M Sell
9,107
-122
-1% -$23.6K 0.73% 56
2019
Q3 		$1.64M Buy
9,229
+685
+8% +$130K 0.67% 59
2019
Q2 		$1.65M Buy
+8,544
New +$1.56M 0.68% 59

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

Delta Financial Advisors's META Position: Q2 2026 in Review

Delta Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.6% in Q2 2026, selling an estimated $208K and leaving 5,725 shares worth $3.23M. The position accounts for 0.77% of the portfolio, ranked #41.

Delta Financial Advisors first reported a position in META in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.04M in Q4 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Delta Financial Advisors held 5,725 shares of Meta Platforms (Facebook) worth $3.23M as of Q2 2026.
  • Delta Financial Advisors sold 340 Meta Platforms (Facebook) shares in Q2 2026, an estimated $208K.
  • Meta Platforms (Facebook) made up 0.77% of Delta Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Delta Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's Meta Platforms (Facebook) position peaked at $4.04M in Q4 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.