Level Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Level Financial 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	$452K	Sell	802 -12	-1%	-$7.34K	0.1%	70
2026 Q1	$466K	Buy	814 +58	+8%	+$37.2K	0.12%	66
2025 Q4	$499K	Hold	756	–	–	0.13%	64
2025 Q3	$555K	Hold	756	–	–	0.16%	63
2025 Q2	$558K	Sell	756 -18	-2%	-$11.1K	0.17%	58
2025 Q1	$446K	Sell	774 -28	-3%	-$18.1K	0.15%	62
2024 Q4	$470K	Buy	802 +178	+29%	+$104K	0.17%	56
2024 Q3	$357K	Buy	+624	New	+$321K	0.14%	60
2024 Q2	–	Sell	-624	Closed	-$303K	–	73
2024 Q1	$303K	Hold	624	–	–	0.14%	60
2023 Q4	$221K	Sell	624 -20	-3%	-$6.51K	0.11%	62
2023 Q3	$193K	Sell	644 -32	-5%	-$9.64K	0.11%	60
2023 Q2	$194K	Buy	676 +32	+5%	+$7.9K	0.11%	59
2023 Q1	$136K	Sell	644 -115	-15%	-$19.6K	0.08%	63
2022 Q4	$91K	Buy	759 +12	+2%	+$1.41K	0.06%	74
2022 Q3	$101K	Sell	747 -25	-3%	-$4.05K	0.07%	69
2022 Q2	$124K	Buy	772 +17	+2%	+$3.28K	0.09%	63
2022 Q1	$168K	Buy	755 +28	+4%	+$7K	0.13%	49
2021 Q4	$245K	Buy	+727	New	+$241K	0.19%	39

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 $3.38T AUM 44.17% 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

Level Financial Advisors's META Position: Q2 2026 in Review

Level Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q2 2026, selling an estimated $7.34K and leaving 802 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #70.

Level Financial Advisors first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $558K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

Level Financial Advisors held 802 shares of Meta Platforms (Facebook) worth $452K as of Q2 2026.
Level Financial Advisors sold 12 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.34K.
Meta Platforms (Facebook) made up 0.1% of Level Financial Advisors's portfolio in Q2 2026, its #70 holding.
Level Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
Level Financial Advisors's Meta Platforms (Facebook) position peaked at $558K in Q2 2025.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.