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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gutierrez Wealth Advisory's META Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, selling an estimated $30.1K and leaving 4,212 shares worth $2.41M. The position accounts for 1.5% of the portfolio, ranked #15.

Gutierrez Wealth Advisory first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Gutierrez Wealth Advisory held 4,212 shares of Meta Platforms (Facebook) worth $2.41M as of Q1 2026.
  • Gutierrez Wealth Advisory sold 47 Meta Platforms (Facebook) shares in Q1 2026, an estimated $30.1K.
  • Meta Platforms (Facebook) made up 1.5% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #15 holding.
  • Gutierrez Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Gutierrez Wealth Advisory's Meta Platforms (Facebook) position peaked at $3.21M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.