IWA
META icon

Icon Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Icon Wealth Advisors’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 		$5.29M Sell
9,393
-2,797
-23% -$1.71M 0.32% 60
2026
Q1 		$8.16M Sell
12,190
-781
-6% -$501K 0.53% 37
2025
Q4 		$8.56M Buy
12,971
+1,295
+11% +$865K 0.57% 40
2025
Q3 		$8.57M Buy
11,676
+1,615
+16% +$1.2M 0.58% 39
2025
Q2 		$7.43M Buy
10,061
+2,126
+27% +$1.31M 0.53% 38
2025
Q1 		$4.57M Buy
7,935
+900
+13% +$581K 0.38% 57
2024
Q4 		$4.12M Buy
7,035
+719
+11% +$422K 0.34% 59
2024
Q3 		$3.62M Buy
6,316
+268
+4% +$138K 0.3% 62
2024
Q2 		$2.87M Buy
6,048
+29
+0.5% +$14.1K 0.26% 67
2024
Q1 		$2.92M Buy
6,019
+665
+12% +$297K 0.27% 69
2023
Q4 		$1.9M Buy
+5,354
New +$1.74M 0.2% 93
2022
Q4 		$717K Sell
5,962
-15,314
-72% -$1.8M 0.08% 163
2022
Q3 		$2.89M Buy
+21,276
New +$3.45M 0.35% 70

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

Icon Wealth Advisors's META Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 23% in Q2 2026, selling an estimated $1.71M and leaving 9,393 shares worth $5.29M. The position accounts for 0.32% of the portfolio, ranked #60.

Icon Wealth Advisors first reported a position in META in Q3 2022 and has held it in 13 quarters since. The position peaked at $8.57M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Icon Wealth Advisors held 9,393 shares of Meta Platforms (Facebook) worth $5.29M as of Q2 2026.
  • Icon Wealth Advisors sold 2,797 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.71M.
  • Meta Platforms (Facebook) made up 0.32% of Icon Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Icon Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Meta Platforms (Facebook) position peaked at $8.57M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.