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

Heritage Wealth Management (Ohio)’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 		$840K Buy
1,492
+12
+0.8% +$7.34K 0.21% 113
2026
Q1 		$847K Buy
1,480
+1,114
+304% +$714K 0.42% 64
2025
Q4 		$242K Buy
366
+12
+3% +$8.01K 0.07% 229
2025
Q3 		$260K Sell
354
-12
-3% -$8.93K 0.08% 211
2025
Q2 		$270K Buy
+366
New +$226K 0.09% 192
2024
Q3 		– Sell
-395
Closed -$213K – 230
2024
Q2 		$213K Buy
+395
New +$192K 0.07% 211

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 (Ohio)'s META Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Meta Platforms (Facebook) (META) stake by 0.81% in Q2 2026, buying an estimated $7.34K and bringing the position to 1,492 shares worth $840K. The position accounts for 0.21% of the portfolio, ranked #113.

Heritage Wealth Management (Ohio) first reported a position in META in Q2 2024 and has held it in 6 quarters since. The position peaked at $847K in Q1 2026. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,492 shares of Meta Platforms (Facebook) worth $840K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 12 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.34K.
  • Meta Platforms (Facebook) made up 0.21% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #113 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 6 quarters since.
  • Heritage Wealth Management (Ohio)'s Meta Platforms (Facebook) position peaked at $847K in Q1 2026.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.