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IAG Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

IAG Wealth Partners’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 		$97.4K Sell
173
-19
-10% -$11.6K 0.01% 170
2026
Q1 		$110K Sell
192
-30
-14% -$19.2K 0.01% 163
2025
Q4 		$147K Sell
222
-50
-18% -$33.4K 0.02% 132
2025
Q3 		$200K Buy
272
+49
+22% +$36.5K 0.02% 118
2025
Q2 		$165K Hold
223
– – 0.02% 120
2025
Q1 		$129K Hold
223
– – 0.02% 125
2024
Q4 		$131K Hold
223
– – 0.02% 116
2024
Q3 		$128K Hold
223
– – 0.02% 112
2024
Q2 		$112K Buy
223
+44
+25% +$21.4K 0.02% 111
2024
Q1 		$86.9K Hold
179
– – 0.02% 128
2023
Q4 		$63.4K Hold
179
– – 0.01% 138
2023
Q3 		$53.7K Hold
179
– – 0.02% 143
2023
Q2 		$51.4K Hold
179
– – 0.01% 158
2023
Q1 		$37.9K Sell
179
-5
-3% -$852 0.01% 163
2022
Q4 		$22.1K Sell
184
-129
-41% -$15.1K 0.01% 201
2022
Q3 		$42K Hold
313
– – 0.01% 138
2022
Q2 		$50K Sell
313
-49
-14% -$9.45K 0.02% 128
2022
Q1 		$80K Buy
362
+99
+38% +$24.7K 0.03% 105
2021
Q4 		$88K Hold
263
– – 0.03% 95
2021
Q3 		$90K Hold
263
– – 0.03% 82
2021
Q2 		$92K Sell
263
-325
-55% -$104K 0.03% 77
2021
Q1 		$174K Buy
588
+5
+0.9% +$1.35K 0.07% 55
2020
Q4 		$160K Buy
583
+50
+9% +$13.7K 0.07% 59
2020
Q3 		$140K Sell
533
-5
-0.9% -$1.29K 0.06% 60
2020
Q2 		$123K Hold
538
– – 0.06% 64
2020
Q1 		$90K Buy
538
+79
+17% +$15.5K 0.06% 67
2019
Q4 		$95K Buy
+459
New +$88.9K 0.06% 67

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

IAG Wealth Partners's META Position: Q2 2026 in Review

IAG Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 9.9% in Q2 2026, selling an estimated $11.6K and leaving 173 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #170.

IAG Wealth Partners first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $200K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • IAG Wealth Partners held 173 shares of Meta Platforms (Facebook) worth $97.4K as of Q2 2026.
  • IAG Wealth Partners sold 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
  • Meta Platforms (Facebook) made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • IAG Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Meta Platforms (Facebook) position peaked at $200K in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.