Elwood & Goetz Wealth Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$477K Buy
846
+34
+4% +$20.8K 0.07% 87
2026
Q1
$465K Buy
812
+46
+6% +$29.5K 0.08% 76
2025
Q4
$506K Buy
766
+196
+34% +$131K 0.09% 63
2025
Q3
$419K Buy
570
+209
+58% +$156K 0.08% 73
2025
Q2
$266K Buy
+361
New +$223K 0.06% 95

Other funds holding META

Elwood & Goetz Wealth Advisory Group's META Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Meta Platforms (Facebook) (META) stake by 4.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 846 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #87.

Elwood & Goetz Wealth Advisory Group first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $506K in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 846 shares of Meta Platforms (Facebook) worth $477K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 34 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.8K.
  • Meta Platforms (Facebook) made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #87 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Meta Platforms (Facebook) position peaked at $506K in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.