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 Q2	$2.82M	Sell	5,004 -103	-2%	-$63K	0.6%	41
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

High Net Worth Advisory Group's META Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, selling an estimated $63K and leaving 5,004 shares worth $2.82M. The position accounts for 0.6% of the portfolio, ranked #41.

High Net Worth Advisory Group first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.51M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

High Net Worth Advisory Group held 5,004 shares of Meta Platforms (Facebook) worth $2.82M as of Q2 2026.
High Net Worth Advisory Group sold 103 Meta Platforms (Facebook) shares in Q2 2026, an estimated $63K.
Meta Platforms (Facebook) made up 0.6% of High Net Worth Advisory Group's portfolio in Q2 2026, its #41 holding.
High Net Worth Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Meta Platforms (Facebook) position peaked at $3.51M in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.