KPWS
META icon

Kestra Private Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-5,600
Closed -$3.7M – 1829
2025
Q4 		$3.7M Buy
+5,600
New +$3.74M 0.05% 375
2024
Q3 		– Sell
-1,700
Closed -$857K – 1425
2024
Q2 		$857K Buy
+1,700
New +$826K 0.02% 628

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

Kestra Private Wealth Services's META Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Meta Platforms (Facebook) (META) stake by 0.36% in Q2 2026, buying an estimated $260K and bringing the position to 120,141 shares worth $67.7M. The position accounts for 0.74% of the portfolio, ranked #21.

Kestra Private Wealth Services first reported a position in META in Q3 2020 and has held it in 24 quarters since. The position peaked at $89M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kestra Private Wealth Services held 120,141 shares of Meta Platforms (Facebook) worth $67.7M as of Q2 2026.
  • Kestra Private Wealth Services bought 426 Meta Platforms (Facebook) shares in Q2 2026, an estimated $260K.
  • Meta Platforms (Facebook) made up 0.74% of Kestra Private Wealth Services's portfolio in Q2 2026, its #21 holding.
  • Kestra Private Wealth Services first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Meta Platforms (Facebook) position peaked at $89M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.