MWPCG
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Measured Wealth Private Client Group’s Meta Platforms (Facebook) META Stock Holding History

Measured Wealth Private Client Group’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 		$118K Sell
210
-1
-0.5% -$611 0.03% 237
2026
Q1 		$121K Sell
211
-35
-14% -$22.4K 0.03% 222
2025
Q4 		$163K Sell
246
-41
-14% -$27.4K 0.04% 214
2025
Q3 		$211K Sell
287
-271
-49% -$202K 0.06% 174
2025
Q2 		$412K Buy
+558
New +$345K 0.12% 114
2024
Q3 		– Sell
-451
Closed -$228K – 193
2024
Q2 		$228K Buy
451
+14
+3% +$6.8K 0.08% 170
2024
Q1 		$212K Buy
+437
New +$195K 0.07% 174
2022
Q3 		– Sell
-2,653
Closed -$428K – 174
2022
Q2 		$428K Buy
2,653
+17
+0.6% +$3.28K 0.19% 77
2022
Q1 		$586K Sell
2,636
-278
-10% -$69.5K 0.22% 55
2021
Q4 		$980K Sell
2,914
-30
-1% -$9.96K 0.35% 43
2021
Q3 		$999K Sell
2,944
-53
-2% -$19.1K 0.38% 41
2021
Q2 		$1.04M Hold
2,997
– – 0.33% 47
2021
Q1 		$883K Sell
2,997
-30
-1% -$8.08K 0.31% 48
2020
Q4 		$827K Sell
3,027
-9
-0.3% -$2.47K 0.34% 44
2020
Q3 		$795K Buy
+3,036
New +$783K 0.38% 47
2019
Q3 		– Sell
-2,864
Closed -$553K – 175
2019
Q2 		$553K Sell
2,864
-117
-4% -$21.4K 0.32% 56
2019
Q1 		$497K Buy
2,981
+985
+49% +$157K 0.31% 68
2018
Q4 		$262K Sell
1,996
-56
-3% -$8.11K 0.24% 70
2018
Q3 		$348K Buy
2,052
+100
+5% +$18.1K 0.21% 88
2018
Q2 		$379K Buy
+1,952
New +$353K 0.31% 65

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

Measured Wealth Private Client Group's META Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Meta Platforms (Facebook) (META) stake by 0.47% in Q2 2026, selling an estimated $611 and leaving 210 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #237.

Measured Wealth Private Client Group first reported a position in META in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.04M in Q2 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Measured Wealth Private Client Group held 210 shares of Meta Platforms (Facebook) worth $118K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #237 holding.
  • Measured Wealth Private Client Group first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 20 quarters since.
  • Measured Wealth Private Client Group's Meta Platforms (Facebook) position peaked at $1.04M in Q2 2021.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.