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

GeoWealth 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 		$12.7M Sell
22,577
-291
-1% -$178K 0.4% 39
2026
Q1 		$13.1M Buy
22,868
+212
+0.9% +$136K 0.47% 33
2025
Q4 		$15M Sell
22,656
-1,067
-4% -$713K 0.55% 28
2025
Q3 		$17.4M Buy
23,723
+6,994
+42% +$5.21M 0.64% 24
2025
Q2 		$12.3M Sell
16,729
-1,166
-7% -$720K 0.48% 32
2025
Q1 		$10.3M Sell
17,895
-2,740
-13% -$1.77M 0.41% 39
2024
Q4 		$12.1M Buy
20,635
+2,231
+12% +$1.31M 0.4% 47
2024
Q3 		$10.5M Sell
18,404
-174
-0.9% -$89.5K 0.37% 49
2024
Q2 		$9.37M Buy
18,578
+1,022
+6% +$497K 0.41% 38
2024
Q1 		$8.52M Buy
17,556
+5,728
+48% +$2.56M 0.33% 61
2023
Q4 		$4.19M Buy
11,828
+11,446
+2,996% +$3.73M 0.35% 71
2023
Q3 		$115K Buy
382
+313
+454% +$94.3K 0.01% 323
2023
Q2 		$20K Sell
69
-158
-70% -$39K ﹤0.01% 370
2023
Q1 		$48K Buy
+227
New +$38.7K 0.01% 291
2022
Q4 		– Sell
-416
Closed -$56K – 380
2022
Q3 		$56K Sell
416
-1,500
-78% -$243K 0.01% 287
2022
Q2 		$309K Sell
1,916
-428
-18% -$82.6K 0.04% 205
2022
Q1 		$521K Buy
2,344
+1,532
+189% +$383K 0.05% 201
2021
Q4 		$272K Buy
812
+117
+17% +$38.8K 0.02% 253
2021
Q3 		$236K Buy
695
+181
+35% +$65.2K 0.02% 278
2021
Q2 		$178K Sell
514
-370
-42% -$119K 0.02% 200
2021
Q1 		$261K Buy
884
+341
+63% +$91.8K 0.04% 168
2020
Q4 		$147K Buy
+543
New +$149K 0.02% 191
2020
Q3 		– Sell
-1,101
Closed -$250K – 179
2020
Q2 		$250K Buy
+1,101
New +$230K 0.1% 136
2020
Q1 		– Sell
-1,005
Closed -$207K – 111
2019
Q4 		$207K Sell
1,005
-827
-45% -$160K 0.11% 96
2019
Q3 		$327K Buy
+1,832
New +$348K 0.07% 140

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

GeoWealth Management's META Position: Q2 2026 in Review

GeoWealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, selling an estimated $178K and leaving 22,577 shares worth $12.7M. The position accounts for 0.4% of the portfolio, ranked #39.

GeoWealth Management first reported a position in META in Q3 2019 and has held it in 25 quarters since. The position peaked at $17.4M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • GeoWealth Management held 22,577 shares of Meta Platforms (Facebook) worth $12.7M as of Q2 2026.
  • GeoWealth Management sold 291 Meta Platforms (Facebook) shares in Q2 2026, an estimated $178K.
  • Meta Platforms (Facebook) made up 0.4% of GeoWealth Management's portfolio in Q2 2026, its #39 holding.
  • GeoWealth Management first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 25 quarters since.
  • GeoWealth Management's Meta Platforms (Facebook) position peaked at $17.4M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.