Gutierrez Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Gutierrez Wealth Advisory’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	$2.38M	Buy	4,222 +10	+0.2%	+$6.12K	1.37%	15
2026 Q1	$2.41M	Sell	4,212 -47	-1%	-$30.1K	1.5%	15
2025 Q4	$2.81M	Sell	4,259 -96	-2%	-$64.1K	1.77%	15
2025 Q3	$3.2M	Hold	4,355	–	–	2.05%	15
2025 Q2	$3.21M	Sell	4,355 -161	-4%	-$99.5K	2.16%	16
2025 Q1	$2.6M	Buy	4,516 +45	+1%	+$29K	2.11%	15
2024 Q4	$2.62M	Buy	+4,471	New	+$2.62M	2.16%	15

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gutierrez Wealth Advisory's META Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Meta Platforms (Facebook) (META) stake by 0.24% in Q2 2026, buying an estimated $6.12K and bringing the position to 4,222 shares worth $2.38M. The position accounts for 1.37% of the portfolio, ranked #15.

Gutierrez Wealth Advisory first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Gutierrez Wealth Advisory held 4,222 shares of Meta Platforms (Facebook) worth $2.38M as of Q2 2026.
Gutierrez Wealth Advisory bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
Meta Platforms (Facebook) made up 1.37% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #15 holding.
Gutierrez Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Gutierrez Wealth Advisory's Meta Platforms (Facebook) position peaked at $3.21M in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.