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KFA Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

KFA Private Wealth Group’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 		$370K Sell
656
-136
-17% -$83.2K 0.09% 102
2026
Q1 		$453K Buy
792
+50
+7% +$32K 0.11% 91
2025
Q4 		$490K Sell
742
-75
-9% -$50.1K 0.12% 82
2025
Q3 		$601K Buy
817
+4
+0.5% +$2.98K 0.17% 64
2025
Q2 		$600K Sell
813
-28
-3% -$17.3K 0.19% 64
2025
Q1 		$485K Sell
841
-20
-2% -$12.9K 0.17% 64
2024
Q4 		$504K Buy
861
+172
+25% +$101K 0.21% 46
2024
Q3 		$395K Sell
689
-356
-34% -$183K 0.19% 56
2024
Q2 		$527K Sell
1,045
-512
-33% -$249K 0.27% 42
2024
Q1 		$756K Buy
1,557
+168
+12% +$74.9K 0.23% 43
2023
Q4 		$492K Sell
1,389
-21
-1% -$6.84K 0.18% 48
2023
Q3 		$423K Sell
1,410
-7
-0.5% -$2.11K 0.18% 51
2023
Q2 		$407K Sell
1,417
-20
-1% -$4.93K 0.17% 51
2023
Q1 		$305K Buy
+1,437
New +$245K 0.14% 60
2022
Q3 		– Sell
-1,377
Closed -$222K – 67
2022
Q2 		$222K Sell
1,377
-135
-9% -$26K 0.12% 64
2022
Q1 		$336K Buy
1,512
+271
+22% +$67.7K 0.17% 53
2021
Q4 		$417K Sell
1,241
-148
-11% -$49.1K 0.21% 47
2021
Q3 		$471K Sell
1,389
-124
-8% -$44.7K 0.26% 42
2021
Q2 		$526K Buy
1,513
+30
+2% +$9.62K 0.29% 37
2021
Q1 		$437K Buy
1,483
+91
+7% +$24.5K 0.25% 41
2020
Q4 		$380K Sell
1,392
-17
-1% -$4.66K 0.24% 42
2020
Q3 		$369K Buy
1,409
+50
+4% +$12.9K 0.28% 43
2020
Q2 		$309K Buy
1,359
+71
+6% +$14.8K 0.3% 39
2020
Q1 		$215K Sell
1,288
-197
-13% -$38.6K 0.25% 47
2019
Q4 		$305K Buy
+1,485
New +$288K 0.28% 40

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

KFA Private Wealth Group's META Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, selling an estimated $83.2K and leaving 656 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #102.

KFA Private Wealth Group first reported a position in META in Q4 2019 and has held it in 25 quarters since. The position peaked at $756K in Q1 2024. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • KFA Private Wealth Group held 656 shares of Meta Platforms (Facebook) worth $370K as of Q2 2026.
  • KFA Private Wealth Group sold 136 Meta Platforms (Facebook) shares in Q2 2026, an estimated $83.2K.
  • Meta Platforms (Facebook) made up 0.09% of KFA Private Wealth Group's portfolio in Q2 2026, its #102 holding.
  • KFA Private Wealth Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's Meta Platforms (Facebook) position peaked at $756K in Q1 2024.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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