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

McCarter Private Wealth Services’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	$2.35M	Sell	4,164 -473	-10%	-$289K	0.81%	38
2026 Q1	$2.65M	Buy	4,637 +355	+8%	+$228K	1.15%	26
2025 Q4	$2.83M	Buy	4,282 +164	+4%	+$110K	1.27%	24
2025 Q3	$3.02M	Sell	4,118 -36	-0.9%	-$26.8K	1.55%	23
2025 Q2	$3.07M	Buy	4,154 +44	+1%	+$27.2K	1.75%	19
2025 Q1	$2.37M	Buy	4,110 +278	+7%	+$179K	1.55%	23
2024 Q4	$2.24M	Sell	3,832 -36	-0.9%	-$21.1K	1.42%	23
2024 Q3	$2.21M	Buy	+3,868	New	+$1.99M	1.4%	24

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

McCarter Private Wealth Services's META Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, selling an estimated $289K and leaving 4,164 shares worth $2.35M. The position accounts for 0.81% of the portfolio, ranked #38.

McCarter Private Wealth Services first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.07M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

McCarter Private Wealth Services held 4,164 shares of Meta Platforms (Facebook) worth $2.35M as of Q2 2026.
McCarter Private Wealth Services sold 473 Meta Platforms (Facebook) shares in Q2 2026, an estimated $289K.
Meta Platforms (Facebook) made up 0.81% of McCarter Private Wealth Services's portfolio in Q2 2026, its #38 holding.
McCarter Private Wealth Services first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Meta Platforms (Facebook) position peaked at $3.07M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.