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

Inspirion 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	$756K	Sell	1,233 -88	-7%	-$53.8K	0.09%	89
2026 Q1	$756K	Sell	1,321 -362	-22%	-$232K	0.09%	86
2025 Q4	$1.11M	Buy	1,683 +906	+117%	+$605K	0.14%	67
2025 Q3	$445K	Sell	777 -81	-9%	-$60.3K	0.06%	102
2025 Q2	$633K	Buy	858 +75	+10%	+$46.3K	0.08%	89
2025 Q1	$451K	Buy	783 +11	+1%	+$7.1K	0.06%	100
2024 Q4	$477K	Sell	772 -5	-0.6%	-$2.94K	0.07%	95
2024 Q3	$445K	Sell	777 -7	-0.9%	-$3.6K	0.06%	102
2024 Q2	$395K	Buy	784 +256	+48%	+$124K	0.06%	99
2024 Q1	$256K	Buy	+528	New	+$236K	0.04%	125

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

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

Inspirion Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2026, selling an estimated $53.8K and leaving 1,233 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #89.

Inspirion Wealth Advisors first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Inspirion Wealth Advisors held 1,233 shares of Meta Platforms (Facebook) worth $756K as of Q2 2026.
Inspirion Wealth Advisors sold 88 Meta Platforms (Facebook) shares in Q2 2026, an estimated $53.8K.
Meta Platforms (Facebook) made up 0.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Inspirion Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Inspirion Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.11M in Q4 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.