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

Kingswood 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
Q1 		$15.3M Buy
26,752
+97
+0.4% +$62.2K 0.73% 20
2025
Q4 		$17.6M Buy
26,655
+5,684
+27% +$3.8M 0.85% 22
2025
Q3 		$15.4M Buy
20,971
+2,221
+12% +$1.65M 0.93% 14
2025
Q2 		$13.8M Sell
18,750
-941
-5% -$581K 1.09% 15
2025
Q1 		$11.4M Sell
19,691
-3,050
-13% -$1.97M 1.04% 11
2024
Q4 		$13.3M Sell
22,741
-9,778
-30% -$5.74M 1% 13
2024
Q3 		$18.6M Sell
32,519
-838
-3% -$431K 1.33% 7
2024
Q2 		$16.8M Buy
33,357
+5,022
+18% +$2.44M 1.52% 6
2024
Q1 		$13.8M Buy
28,335
+310
+1% +$138K 1.59% 7
2023
Q4 		$9.92M Buy
28,025
+24,740
+753% +$8.06M 1.12% 10
2023
Q3 		$7.37M Sell
3,285
-5,327
-62% -$1.61M 1.26% 11
2023
Q2 		$2.47M Buy
+8,612
New +$2.13M 0.79% 27

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kingswood Wealth Advisors's META Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.36% in Q1 2026, buying an estimated $62.2K and bringing the position to 26,752 shares worth $15.3M. The position accounts for 0.73% of the portfolio, ranked #20.

Kingswood Wealth Advisors first reported a position in META in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.6M in Q3 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Kingswood Wealth Advisors held 26,752 shares of Meta Platforms (Facebook) worth $15.3M as of Q1 2026.
  • Kingswood Wealth Advisors bought 97 Meta Platforms (Facebook) shares in Q1 2026, an estimated $62.2K.
  • Meta Platforms (Facebook) made up 0.73% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Kingswood Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Meta Platforms (Facebook) position peaked at $18.6M in Q3 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.