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Guardian Wealth Advisors (North Carolina)’s Meta Platforms (Facebook) META Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.79M Sell
4,956
-174
-3% -$106K 0.16% 91
2026
Q1 		$2.93M Buy
5,130
+106
+2% +$67.9K 0.18% 77
2025
Q4 		$3.32M Sell
5,024
-96
-2% -$64.1K 0.21% 71
2025
Q3 		$3.76M Buy
5,120
+257
+5% +$191K 0.24% 60
2025
Q2 		$3.59M Buy
4,863
+135
+3% +$83.4K 0.25% 59
2025
Q1 		$2.73M Buy
4,728
+135
+3% +$87.1K 0.22% 71
2024
Q4 		$2.69M Buy
4,593
+493
+12% +$289K 0.21% 72
2024
Q3 		$2.35M Buy
4,100
+68
+2% +$35K 0.25% 56
2024
Q2 		$2.03M Buy
4,032
+66
+2% +$32.1K 0.24% 60
2024
Q1 		$1.93M Buy
3,966
+333
+9% +$149K 0.24% 60
2023
Q4 		$1.29M Sell
3,633
-156
-4% -$50.8K 0.2% 73
2023
Q3 		$1.14M Buy
3,789
+722
+24% +$218K 0.19% 73
2023
Q2 		$880K Buy
3,067
+615
+25% +$152K 0.15% 81
2023
Q1 		$520K Buy
2,452
+668
+37% +$114K 0.09% 112
2022
Q4 		$215K Sell
1,784
-258
-13% -$30.3K 0.04% 189
2022
Q3 		$277K Sell
2,042
-935
-31% -$152K 0.05% 154
2022
Q2 		$480K Sell
2,977
-1,703
-36% -$329K 0.09% 110
2022
Q1 		$1.04M Sell
4,680
-827
-15% -$207K 0.45% 42
2021
Q4 		$1.85M Buy
+5,507
New +$1.83M 0.8% 28

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

Guardian Wealth Advisors (North Carolina)'s META Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Meta Platforms (Facebook) (META) stake by 3.4% in Q2 2026, selling an estimated $106K and leaving 4,956 shares worth $2.79M. The position accounts for 0.16% of the portfolio, ranked #91.

Guardian Wealth Advisors (North Carolina) first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.76M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,956 shares of Meta Platforms (Facebook) worth $2.79M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 174 Meta Platforms (Facebook) shares in Q2 2026, an estimated $106K.
  • Meta Platforms (Facebook) made up 0.16% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #91 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Meta Platforms (Facebook) position peaked at $3.76M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.