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McGlone Suttner Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

McGlone Suttner Wealth Management’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 		$2.59M Sell
4,590
-9
-0.2% -$5.5K 0.3% 37
2026
Q1 		$2.63M Sell
4,599
-154
-3% -$98.7K 0.35% 32
2025
Q4 		$3.14M Sell
4,753
-216
-4% -$144K 0.42% 24
2025
Q3 		$3.65M Buy
4,969
+797
+19% +$593K 0.51% 22
2025
Q2 		$3.08M Buy
4,172
+54
+1% +$33.4K 0.47% 23
2025
Q1 		$2.37M Buy
4,118
+363
+10% +$234K 0.39% 26
2024
Q4 		$2.2M Buy
3,755
+110
+3% +$64.6K 0.37% 31
2024
Q3 		$2.09M Buy
3,645
+503
+16% +$259K 0.43% 27
2024
Q2 		$1.11M Sell
3,142
-456
-13% -$222K 0.23% 51
2024
Q1 		$1.75M Buy
3,598
+456
+15% +$203K 0.33% 33
2023
Q4 		$1.11M Buy
3,142
+229
+8% +$74.6K 0.22% 51
2023
Q3 		$875K Sell
2,913
-153
-5% -$46.1K 0.2% 55
2023
Q2 		$880K Buy
3,066
+378
+14% +$93.3K 0.2% 56
2023
Q1 		$570K Buy
2,688
+639
+31% +$109K 0.15% 67
2022
Q4 		$247K Buy
+2,049
New +$241K 0.08% 113

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

McGlone Suttner Wealth Management's META Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.2% in Q2 2026, selling an estimated $5.5K and leaving 4,590 shares worth $2.59M. The position accounts for 0.3% of the portfolio, ranked #37.

McGlone Suttner Wealth Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.65M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • McGlone Suttner Wealth Management held 4,590 shares of Meta Platforms (Facebook) worth $2.59M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 0.3% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #37 holding.
  • McGlone Suttner Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Meta Platforms (Facebook) position peaked at $3.65M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.