HWMC
META icon

Heritage Wealth Management (California)’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Management (California)’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 		$1.59M Buy
2,816
+41
+1% +$25.1K 0.6% 38
2026
Q1 		$1.59M Buy
2,775
+36
+1% +$23.1K 0.88% 33
2025
Q4 		$1.81M Buy
2,739
+13
+0.5% +$8.68K 1.15% 30
2025
Q3 		$2M Sell
2,726
-22
-0.8% -$16.4K 1.34% 23
2025
Q2 		$2.03M Sell
2,748
-9
-0.3% -$5.56K 1.35% 20
2025
Q1 		$1.59M Buy
2,757
+678
+33% +$437K 1.2% 26
2024
Q4 		$1.22M Buy
2,079
+2
+0.1% +$1.17K 0.88% 28
2024
Q3 		$1.19M Buy
2,077
+113
+6% +$58.1K 0.84% 24
2024
Q2 		$990K Sell
1,964
-55
-3% -$26.7K 0.73% 30
2024
Q1 		$980K Sell
2,019
-38
-2% -$17K 0.74% 30
2023
Q4 		$728K Buy
+2,057
New +$670K 0.58% 37

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

Heritage Wealth Management (California)'s META Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,816 shares worth $1.59M. The position accounts for 0.6% of the portfolio, ranked #38.

Heritage Wealth Management (California) first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.03M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heritage Wealth Management (California) held 2,816 shares of Meta Platforms (Facebook) worth $1.59M as of Q2 2026.
  • Heritage Wealth Management (California) bought 41 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.1K.
  • Meta Platforms (Facebook) made up 0.6% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #38 holding.
  • Heritage Wealth Management (California) first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Heritage Wealth Management (California)'s Meta Platforms (Facebook) position peaked at $2.03M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.