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Medallion Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Medallion Wealth 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 		$495K Buy
879
+10
+1% +$6.12K 0.16% 127
2026
Q1 		$497K Buy
869
+31
+4% +$19.9K 0.16% 130
2025
Q4 		$553K Buy
838
+23
+3% +$15.4K 0.19% 116
2025
Q3 		$599K Hold
815
– – 0.21% 111
2025
Q2 		$590K Buy
815
+121
+17% +$74.8K 0.23% 105
2025
Q1 		$405K Buy
694
+124
+22% +$80K 0.18% 121
2024
Q4 		$332K Buy
+570
New +$335K 0.16% 132

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

Medallion Wealth Advisors's META Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, buying an estimated $6.12K and bringing the position to 879 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #127.

Medallion Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $599K in Q3 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Medallion Wealth Advisors held 879 shares of Meta Platforms (Facebook) worth $495K as of Q2 2026.
  • Medallion Wealth Advisors bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
  • Meta Platforms (Facebook) made up 0.16% of Medallion Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Medallion Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Meta Platforms (Facebook) position peaked at $599K in Q3 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.