HWA
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Heritage Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth 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
Q1 		$1.23M Buy
2,144
+410
+24% +$263K 0.05% 74
2025
Q4 		$1.14M Hold
1,734
– – 0.04% 96
2025
Q3 		$1.27M Buy
1,734
+85
+5% +$63.3K 0.06% 71
2025
Q2 		$1.22M Hold
1,649
– – 0.06% 70
2025
Q1 		$950K Sell
1,649
-15
-0.9% -$9.68K 0.05% 80
2024
Q4 		$974K Buy
1,664
+36
+2% +$21.1K 0.05% 85
2024
Q3 		$932K Buy
1,628
+56
+4% +$28.8K 0.04% 94
2024
Q2 		$793K Sell
1,572
-212
-12% -$103K 0.04% 97
2024
Q1 		$866K Sell
1,784
-111
-6% -$49.5K 0.04% 96
2023
Q4 		$671K Buy
1,895
+4
+0.2% +$1.3K 0.03% 118
2023
Q3 		$568K Buy
1,891
+43
+2% +$13K 0.03% 122
2023
Q2 		$530K Buy
1,848
+54
+3% +$13.3K 0.03% 129
2023
Q1 		$380K Sell
1,794
-224
-11% -$38.1K 0.02% 149
2022
Q4 		$243K Sell
2,018
-210
-9% -$24.7K 0.01% 190
2022
Q3 		$302K Sell
2,228
-1,372
-38% -$222K 0.02% 159
2022
Q2 		$581K Sell
3,600
-35,517
-91% -$6.85M 0.04% 115
2022
Q1 		$8.7M Buy
39,117
+29,946
+327% +$7.48M 0.48% 34
2021
Q4 		$3.08M Sell
9,171
-15
-0.2% -$4.98K 0.17% 50
2021
Q3 		$3.12M Sell
9,186
-32
-0.3% -$11.5K 0.19% 49
2021
Q2 		$3.21M Buy
9,218
+525
+6% +$168K 0.2% 48
2021
Q1 		$2.56M Sell
8,693
-272
-3% -$73.2K 0.15% 49
2020
Q4 		$2.45M Buy
8,965
+2,402
+37% +$658K 0.15% 50
2020
Q3 		$1.72M Sell
6,563
-507
-7% -$131K 0.22% 45
2020
Q2 		$1.61M Buy
7,070
+103
+1% +$21.5K 0.22% 44
2020
Q1 		$1.16M Buy
6,967
+243
+4% +$47.6K 0.21% 51
2019
Q4 		$1.38M Sell
6,724
-312
-4% -$60.4K 0.18% 54
2019
Q3 		$1.25M Sell
7,036
-640
-8% -$122K 0.18% 55
2019
Q2 		$1.48M Buy
7,676
+640
+9% +$117K 0.23% 42
2019
Q1 		$1.17M Hold
7,036
– – 0.19% 50
2018
Q4 		$922K Sell
7,036
-1,000
-12% -$145K 0.18% 54
2018
Q3 		$1.32M Hold
8,036
– – 0.26% 46
2018
Q2 		$1.56M Buy
8,036
+1,000
+14% +$181K 0.58% 39
2018
Q1 		$1.13M Sell
7,036
-1,429
-17% -$257K 0.47% 43
2017
Q4 		$1.5M Buy
8,465
+337
+4% +$59.6K 0.64% 34
2017
Q3 		$1.39M Buy
8,128
+332
+4% +$55.4K 0.7% 31
2017
Q2 		$1.18M Buy
7,796
+3,379
+76% +$502K 0.61% 38
2017
Q1 		$627K Buy
4,417
+458
+12% +$61.2K 0.34% 52
2016
Q4 		$456K Buy
3,959
+1,363
+53% +$167K 0.3% 48
2016
Q3 		$333K Buy
2,596
+412
+19% +$51.1K 0.23% 64
2016
Q2 		$249K Buy
+2,184
New +$252K 0.17% 79

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

Heritage Wealth Advisors's META Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $263K and bringing the position to 2,144 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #74.

Heritage Wealth Advisors first reported a position in META in Q2 2016 and has held it in 40 quarters since. The position peaked at $8.7M in Q1 2022. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Heritage Wealth Advisors held 2,144 shares of Meta Platforms (Facebook) worth $1.23M as of Q1 2026.
  • Heritage Wealth Advisors bought 410 Meta Platforms (Facebook) shares in Q1 2026, an estimated $263K.
  • Meta Platforms (Facebook) made up 0.05% of Heritage Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • Heritage Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 40 quarters since.
  • Heritage Wealth Advisors's Meta Platforms (Facebook) position peaked at $8.7M in Q1 2022.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.