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High Net Worth Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

High Net Worth Advisory Group’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 		$2.92M Sell
5,107
-212
-4% -$136K 0.68% 39
2025
Q4 		$3.51M Buy
5,319
+671
+14% +$448K 0.81% 31
2025
Q3 		$3.41M Buy
4,648
+75
+2% +$55.8K 0.82% 30
2025
Q2 		$3.38M Buy
4,573
+85
+2% +$52.5K 0.89% 31
2025
Q1 		$2.59M Buy
4,488
+664
+17% +$428K 0.73% 38
2024
Q4 		$2.24M Sell
3,824
-94
-2% -$55.2K 0.63% 43
2024
Q3 		$2.24M Sell
3,918
-156
-4% -$80.3K 0.61% 40
2024
Q2 		$2.05M Buy
4,074
+496
+14% +$241K 0.62% 40
2024
Q1 		$1.74M Buy
3,578
+78
+2% +$34.8K 0.55% 46
2023
Q4 		$1.24M Sell
3,500
-200
-5% -$65.1K 0.46% 51
2023
Q3 		$1.11M Sell
3,700
-50
-1% -$15.1K 0.45% 57
2023
Q2 		$1.08M Sell
3,750
-841
-18% -$208K 0.42% 60
2023
Q1 		$973K Buy
4,591
+240
+6% +$40.9K 0.4% 64
2022
Q4 		$524K Sell
4,351
-3,650
-46% -$429K 0.2% 102
2022
Q3 		$1.09M Buy
8,001
+835
+12% +$135K 0.46% 53
2022
Q2 		$1.16M Sell
7,166
-637
-8% -$123K 0.48% 54
2022
Q1 		$1.74M Sell
7,803
-264
-3% -$66K 0.63% 40
2021
Q4 		$2.71M Buy
+8,067
New +$2.68M 0.95% 22

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

High Net Worth Advisory Group's META Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 4% in Q1 2026, selling an estimated $136K and leaving 5,107 shares worth $2.92M. The position accounts for 0.68% of the portfolio, ranked #39.

High Net Worth Advisory Group first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.51M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • High Net Worth Advisory Group held 5,107 shares of Meta Platforms (Facebook) worth $2.92M as of Q1 2026.
  • High Net Worth Advisory Group sold 212 Meta Platforms (Facebook) shares in Q1 2026, an estimated $136K.
  • Meta Platforms (Facebook) made up 0.68% of High Net Worth Advisory Group's portfolio in Q1 2026, its #39 holding.
  • High Net Worth Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Meta Platforms (Facebook) position peaked at $3.51M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.