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Garton & Associates Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Garton & Associates 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 		– Sell
-373
Closed -$213K – 46
2026
Q1 		$213K Sell
373
-664
-64% -$426K 0.17% 108
2025
Q4 		$684K Buy
+1,037
New +$692K 0.38% 50

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

Garton & Associates Financial Advisors's META Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 373 shares — an estimated $213K sold.

Garton & Associates Financial Advisors first reported a position in META in Q4 2025 and held it in 2 quarters. The position peaked at $684K in Q4 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 373 Meta Platforms (Facebook) shares in Q2 2026, an estimated $213K.
  • Garton & Associates Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Meta Platforms (Facebook) position peaked at $684K in Q4 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.