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Fonville Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Fonville Wealth Management’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 		$612K Buy
1,087
+68
+7% +$41.6K 0.1% 83
2026
Q1 		$583K Sell
1,019
-19
-2% -$12.2K 0.11% 82
2025
Q4 		$685K Buy
1,038
+149
+17% +$99.5K 0.14% 80
2025
Q3 		$653K Buy
889
+2
+0.2% +$1.49K 0.15% 79
2025
Q2 		$655K Buy
887
+253
+40% +$156K 0.17% 71
2025
Q1 		$362K Buy
634
+2
+0.3% +$1.29K 0.11% 89
2024
Q4 		$370K Buy
632
+12
+2% +$7.04K 0.12% 79
2024
Q3 		$355K Buy
620
+130
+27% +$66.9K 0.12% 81
2024
Q2 		$247K Sell
490
-60
-11% -$29.2K 0.1% 87
2024
Q1 		$267K Sell
550
-309
-36% -$138K 0.12% 79
2023
Q4 		$304K Buy
+859
New +$280K 0.16% 72

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

Fonville Wealth Management's META Position: Q2 2026 in Review

Fonville Wealth Management increased its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,087 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #83.

Fonville Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fonville Wealth Management held 1,087 shares of Meta Platforms (Facebook) worth $612K as of Q2 2026.
  • Fonville Wealth Management bought 68 Meta Platforms (Facebook) shares in Q2 2026, an estimated $41.6K.
  • Meta Platforms (Facebook) made up 0.1% of Fonville Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Fonville Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's Meta Platforms (Facebook) position peaked at $685K in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.