Hurlow Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Hurlow Wealth Management 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	$585K	Buy	1,039 +93	+10%	+$56.9K	0.12%	59
2026 Q1	$541K	Buy	946 +66	+8%	+$42.3K	0.13%	54
2025 Q4	$581K	Buy	880 +64	+8%	+$42.7K	0.14%	48
2025 Q3	$599K	Sell	816 -464	-36%	-$345K	0.16%	50
2025 Q2	$945K	Buy	1,280 +285	+29%	+$176K	0.27%	41
2025 Q1	$573K	Buy	995 +55	+6%	+$35.5K	0.18%	53
2024 Q4	$550K	Sell	940 -226	-19%	-$133K	0.17%	57
2024 Q3	$667K	Buy	1,166 +667	+134%	+$343K	0.21%	47
2024 Q2	$252K	Sell	499 -2	-0.4%	-$972	0.09%	98
2024 Q1	$243K	Buy	+501	New	+$223K	0.09%	101
2021 Q1	–	Sell	-748	Closed	-$204K	–	98
2020 Q4	$204K	Buy	+748	New	+$205K	0.16%	92

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

Hurlow Wealth Management Group's META Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 9.8% in Q2 2026, buying an estimated $56.9K and bringing the position to 1,039 shares worth $585K. The position accounts for 0.12% of the portfolio, ranked #59.

Hurlow Wealth Management Group first reported a position in META in Q4 2020 and has held it in 11 quarters since. The position peaked at $945K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Hurlow Wealth Management Group held 1,039 shares of Meta Platforms (Facebook) worth $585K as of Q2 2026.
Hurlow Wealth Management Group bought 93 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.9K.
Meta Platforms (Facebook) made up 0.12% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #59 holding.
Hurlow Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 11 quarters since.
Hurlow Wealth Management Group's Meta Platforms (Facebook) position peaked at $945K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.