FRG Family Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

FRG Family 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	$225K	Buy	+394	New	+$253K	0.04%	149
2024 Q2	–	Sell	-185	Closed	-$79.6K	–	267
2024 Q1	$79.6K	Buy	+185	New	+$82.5K	0.02%	176
2021 Q3	–	Sell	-836	Closed	-$291K	–	139
2021 Q2	$291K	Buy	836 +51	+6%	+$16.4K	0.06%	121
2021 Q1	$231K	Buy	+785	New	+$211K	0.05%	126
2018 Q4	–	Sell	-2,515	Closed	-$414K	–	134
2018 Q3	$414K	Sell	2,515 -75	-3%	-$13.6K	0.11%	106
2018 Q2	$503K	Hold	2,590	–	–	0.15%	103
2018 Q1	$414K	Sell	2,590 -250	-9%	-$44.9K	0.14%	111
2017 Q4	$501K	Hold	2,840	–	–	0.16%	103
2017 Q3	$485K	Buy	2,840 +170	+6%	+$28.4K	0.17%	102
2017 Q2	$403K	Buy	2,670 +325	+14%	+$48.3K	0.15%	108
2017 Q1	$334K	Buy	2,345 +250	+12%	+$33.4K	0.13%	112
2016 Q4	$241K	Buy	2,095 +60	+3%	+$7.37K	0.1%	121
2016 Q3	$261K	Buy	2,035 +75	+4%	+$9.31K	0.12%	114
2016 Q2	$224K	Buy	1,960 +10	+0.5%	+$1.15K	0.1%	118
2016 Q1	$224K	Buy	+1,950	New	+$206K	0.11%	118

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

FRG Family Wealth Advisors's META Position: Q1 2026 in Review

FRG Family Wealth Advisors opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 394 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings. This is a return to the name: FRG Family Wealth Advisors previously reported a position in META as recently as Q1 2024.

FRG Family Wealth Advisors first reported a position in META in Q1 2016 and has held it in 15 quarters since. The position peaked at $503K in Q2 2018. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

FRG Family Wealth Advisors held 394 shares of Meta Platforms (Facebook) worth $225K as of Q1 2026.
Meta Platforms (Facebook) was a new FRG Family Wealth Advisors position in Q1 2026.
Meta Platforms (Facebook) made up 0.04% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #149 holding.
FRG Family Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 15 quarters since.
FRG Family Wealth Advisors's Meta Platforms (Facebook) position peaked at $503K in Q2 2018.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.