FWA
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Flagship Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Flagship 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 		$1.26M Buy
2,230
+1,162
+109% +$711K 0.28% 53
2026
Q1 		$788K Buy
1,068
+226
+27% +$145K 0.34% 50
2025
Q4 		$556K Sell
842
-259
-24% -$173K 0.16% 71
2025
Q3 		$809K Sell
1,101
-124
-10% -$92.3K 0.27% 56
2025
Q2 		$904K Buy
1,225
+18
+1% +$11.1K 0.34% 51
2025
Q1 		$696K Buy
1,207
+750
+164% +$484K 0.29% 54
2024
Q4 		$268K Buy
+457
New +$268K 0.16% 79

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

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

Flagship Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 109% in Q2 2026, buying an estimated $711K and bringing the position to 2,230 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #53.

Flagship Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Flagship Wealth Advisors held 2,230 shares of Meta Platforms (Facebook) worth $1.26M as of Q2 2026.
  • Flagship Wealth Advisors bought 1,162 Meta Platforms (Facebook) shares in Q2 2026, an estimated $711K.
  • Meta Platforms (Facebook) made up 0.28% of Flagship Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Flagship Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.