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

MA 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	–	Sell	-398	Closed	-$228K	–	90
2026 Q1	$228K	Buy	+398	New	+$255K	0.04%	83
2022 Q2	–	Sell	-1,226	Closed	-$273K	–	75
2022 Q1	$273K	Buy	1,226 +115	+10%	+$28.7K	0.05%	74
2021 Q4	$374K	Hold	1,111	–	–	0.07%	67
2021 Q3	$377K	Hold	1,111	–	–	0.07%	66
2021 Q2	$386K	Hold	1,111	–	–	0.08%	68
2021 Q1	$327K	Buy	+1,111	New	+$299K	0.07%	72
2020 Q4	–	Sell	-1,211	Closed	-$317K	–	78
2020 Q3	$317K	Hold	1,211	–	–	0.07%	66
2020 Q2	$275K	Hold	1,211	–	–	0.07%	70
2020 Q1	$202K	Buy	1,211 +100	+9%	+$19.6K	0.06%	81
2019 Q4	$228K	Buy	+1,111	New	+$215K	0.07%	70

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 $3.37T AUM 44.26% 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

MA Private Wealth's META Position: Q2 2026 in Review

MA Private Wealth sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 398 shares — an estimated $228K sold.

MA Private Wealth first reported a position in META in Q4 2019 and held it in 10 quarters. The position peaked at $386K in Q2 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

MA Private Wealth reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
MA Private Wealth sold 398 Meta Platforms (Facebook) shares in Q2 2026, an estimated $228K.
MA Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 10 quarters.
MA Private Wealth's Meta Platforms (Facebook) position peaked at $386K in Q2 2021.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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