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Live Oak Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Live Oak Private Wealth’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 		$646K Sell
1,147
-217
-16% -$133K 0.08% 130
2026
Q1 		$780K Buy
1,364
+228
+20% +$146K 0.11% 109
2025
Q4 		$750K Buy
1,136
+22
+2% +$14.7K 0.1% 110
2025
Q3 		$818K Sell
1,114
-23
-2% -$17.1K 0.11% 109
2025
Q2 		$839K Buy
1,137
+190
+20% +$117K 0.13% 112
2025
Q1 		$546K Sell
947
-70
-7% -$45.2K 0.09% 123
2024
Q4 		$595K Buy
1,017
+10
+1% +$5.87K 0.1% 114
2024
Q3 		$576K Buy
1,007
+22
+2% +$11.3K 0.09% 116
2024
Q2 		$497K Buy
985
+5
+0.5% +$2.43K 0.09% 119
2024
Q1 		$476K Hold
980
– – 0.08% 115
2023
Q4 		$347K Sell
980
-1
-0.1% -$326 0.07% 123
2023
Q3 		$295K Hold
981
– – 0.06% 124
2023
Q2 		$282K Buy
+981
New +$242K 0.06% 131
2020
Q2 		– Sell
-2,153
Closed -$359K – 140
2020
Q1 		$359K Hold
2,153
– – 0.37% 47
2019
Q4 		$442K Buy
+2,153
New +$417K 0.43% 43

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

Live Oak Private Wealth's META Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, selling an estimated $133K and leaving 1,147 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #130.

Live Oak Private Wealth first reported a position in META in Q4 2019 and has held it in 15 quarters since. The position peaked at $839K in Q2 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Live Oak Private Wealth held 1,147 shares of Meta Platforms (Facebook) worth $646K as of Q2 2026.
  • Live Oak Private Wealth sold 217 Meta Platforms (Facebook) shares in Q2 2026, an estimated $133K.
  • Meta Platforms (Facebook) made up 0.08% of Live Oak Private Wealth's portfolio in Q2 2026, its #130 holding.
  • Live Oak Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 15 quarters since.
  • Live Oak Private Wealth's Meta Platforms (Facebook) position peaked at $839K in Q2 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.