HWM
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HighMark Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

HighMark Wealth Management’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 		$83.8K Sell
149
-35
-19% -$21.4K 0.03% 132
2026
Q1 		$105K Sell
184
-25
-12% -$16K 0.04% 110
2025
Q4 		$138K Buy
209
+26
+14% +$17.4K 0.06% 96
2025
Q3 		$134K Buy
183
+4
+2% +$2.98K 0.06% 98
2025
Q2 		$123K Buy
179
+5
+3% +$3.09K 0.06% 103
2025
Q1 		$100K Buy
174
+5
+3% +$3.23K 0.06% 88
2024
Q4 		$98.7K Buy
169
+4
+2% +$2.35K 0.06% 89
2024
Q3 		$94.5K Buy
165
+15
+10% +$7.72K 0.05% 108
2024
Q2 		$75.6K Buy
150
+12
+9% +$5.83K 0.05% 115
2024
Q1 		$67K Hold
138
– – 0.04% 115
2023
Q4 		$48.8K Buy
138
+1
+0.7% +$326 0.04% 132
2023
Q3 		$41.1K Sell
137
-1
-0.7% -$301 0.03% 128
2023
Q2 		$39.6K Sell
138
-95
-41% -$23.4K 0.03% 134
2023
Q1 		$49.4K Sell
233
-209
-47% -$35.6K 0.04% 137
2022
Q4 		$53.2K Hold
442
– – 0.04% 96
2022
Q3 		$60K Hold
442
– – 0.05% 90
2022
Q2 		$71K Hold
442
– – 0.06% 84
2022
Q1 		$98K Buy
442
+11
+3% +$2.75K 0.07% 76
2021
Q4 		$145K Hold
431
– – 0.09% 66
2021
Q3 		$146K Sell
431
-4
-0.9% -$1.44K 0.11% 58
2021
Q2 		$151K Buy
435
+39
+10% +$12.5K 0.11% 59
2021
Q1 		$117K Buy
396
+92
+30% +$24.8K 0.09% 65
2020
Q4 		$83K Hold
304
– – 0.07% 72
2020
Q3 		$80K Hold
304
– – 0.07% 78
2020
Q2 		$69K Hold
304
– – 0.08% 64
2020
Q1 		$50K Sell
304
-29
-9% -$5.68K 0.06% 66
2019
Q4 		$68K Buy
+333
New +$64.5K 0.07% 66

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

HighMark Wealth Management's META Position: Q2 2026 in Review

HighMark Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $21.4K and leaving 149 shares worth $83.8K. The position accounts for 0.03% of the portfolio, ranked #132.

HighMark Wealth Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $151K in Q2 2021. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • HighMark Wealth Management held 149 shares of Meta Platforms (Facebook) worth $83.8K as of Q2 2026.
  • HighMark Wealth Management sold 35 Meta Platforms (Facebook) shares in Q2 2026, an estimated $21.4K.
  • Meta Platforms (Facebook) made up 0.03% of HighMark Wealth Management's portfolio in Q2 2026, its #132 holding.
  • HighMark Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's Meta Platforms (Facebook) position peaked at $151K in Q2 2021.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.