IAA
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Independent Advisor Alliance’s Meta Platforms (Facebook) META Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-1
Closed -$1K – 517
2020
Q2 		$1K Buy
+1
New +$209 ﹤0.01% 488
2018
Q4 		– Sell
-64,131
Closed -$10.2M – 439
2018
Q3 		$10.2M Buy
+64,131
New +$11.6M 1.83% 6
2017
Q3 		– Sell
-10
Closed -$55K – 274
2017
Q2 		$55K Buy
+10
New +$1.49K 0.02% 241

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

Independent Advisor Alliance's META Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Meta Platforms (Facebook) (META) stake by 3.6% in Q2 2026, selling an estimated $2.29M and leaving 100,396 shares worth $56.6M. The position accounts for 1.32% of the portfolio, ranked #12.

Independent Advisor Alliance first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $67M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Independent Advisor Alliance held 100,396 shares of Meta Platforms (Facebook) worth $56.6M as of Q2 2026.
  • Independent Advisor Alliance sold 3,751 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.29M.
  • Meta Platforms (Facebook) made up 1.32% of Independent Advisor Alliance's portfolio in Q2 2026, its #12 holding.
  • Independent Advisor Alliance first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Meta Platforms (Facebook) position peaked at $67M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.