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Market Street Wealth Management Advisors’s Meta Platforms (Facebook) META Stock Holding History

Market Street Wealth Management 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 		$812K Buy
1,441
+22
+2% +$13.5K 0.12% 64
2026
Q1 		$812K Buy
1,419
+147
+12% +$94.2K 0.13% 58
2025
Q4 		$840K Sell
1,272
-106
-8% -$70.8K 0.13% 60
2025
Q3 		$1.01M Buy
1,378
+103
+8% +$76.7K 0.16% 56
2025
Q2 		$941K Buy
1,275
+108
+9% +$66.7K 0.15% 55
2025
Q1 		$673K Buy
1,167
+194
+20% +$125K 0.11% 60
2024
Q4 		$570K Sell
973
-95
-9% -$55.8K 0.1% 65
2024
Q3 		$611K Buy
1,068
+124
+13% +$63.8K 0.1% 64
2024
Q2 		$476K Buy
944
+27
+3% +$13.1K 0.08% 69
2024
Q1 		$445K Buy
917
+8
+0.9% +$3.57K 0.08% 77
2023
Q4 		$322K Buy
909
+142
+19% +$46.2K 0.07% 84
2023
Q3 		$230K Buy
+767
New +$231K 0.06% 90

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Market Street Wealth Management Advisors's META Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,441 shares worth $812K. The position accounts for 0.12% of the portfolio, ranked #64.

Market Street Wealth Management Advisors first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2025. 3,058 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Market Street Wealth Management Advisors held 1,441 shares of Meta Platforms (Facebook) worth $812K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
  • Meta Platforms (Facebook) made up 0.12% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #64 holding.
  • Market Street Wealth Management Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • Market Street Wealth Management Advisors's Meta Platforms (Facebook) position peaked at $1.01M in Q3 2025.
  • 3,058 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.