MWM
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Modera Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Modera 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 		$6.13M Buy
10,882
+818
+8% +$500K 0.07% 168
2026
Q1 		$5.76M Sell
10,064
-1,064
-10% -$682K 0.07% 165
2025
Q4 		$7.35M Buy
11,128
+398
+4% +$266K 0.09% 151
2025
Q3 		$7.88M Sell
10,730
-138
-1% -$103K 0.09% 147
2025
Q2 		$8.02M Buy
10,868
+69
+0.6% +$42.6K 0.1% 142
2025
Q1 		$6.22M Sell
10,799
-311
-3% -$201K 0.08% 155
2024
Q4 		$6.5M Buy
11,110
+2,745
+33% +$1.61M 0.08% 155
2024
Q3 		$4.79M Buy
8,365
+260
+3% +$134K 0.06% 171
2024
Q2 		$4.09M Buy
8,105
+230
+3% +$112K 0.06% 171
2024
Q1 		$3.82M Buy
7,875
+206
+3% +$91.9K 0.06% 182
2023
Q4 		$2.71M Sell
7,669
-106
-1% -$34.5K 0.04% 201
2023
Q3 		$2.33M Buy
7,775
+607
+8% +$183K 0.04% 204
2023
Q2 		$2.06M Buy
7,168
+1,566
+28% +$386K 0.04% 220
2023
Q1 		$1.19M Buy
5,602
+1,040
+23% +$177K 0.05% 140
2022
Q4 		$549K Buy
4,562
+127
+3% +$14.9K 0.02% 200
2022
Q3 		$602K Sell
4,435
-591
-12% -$95.8K 0.03% 170
2022
Q2 		$811K Sell
5,026
-188
-4% -$36.3K 0.04% 158
2022
Q1 		$1.16M Sell
5,214
-16,775
-76% -$4.19M 0.05% 144
2021
Q4 		$7.39M Buy
21,989
+17,066
+347% +$5.67M 0.28% 48
2021
Q3 		$1.67M Buy
4,923
+1,801
+58% +$649K 0.09% 78
2021
Q2 		$1.09M Buy
3,122
+45
+1% +$14.4K 0.06% 100
2021
Q1 		$906K Sell
3,077
-607
-16% -$163K 0.06% 101
2020
Q4 		$1.01M Buy
3,684
+1,343
+57% +$368K 0.08% 91
2020
Q3 		$613K Buy
2,341
+187
+9% +$48.2K 0.09% 76
2020
Q2 		$489K Buy
2,154
+602
+39% +$126K 0.08% 85
2020
Q1 		$259K Buy
1,552
+93
+6% +$18.2K 0.05% 122
2019
Q4 		$299K Buy
1,459
+119
+9% +$23K 0.05% 104
2019
Q3 		$239K Sell
1,340
-500
-27% -$95K 0.04% 126
2019
Q2 		$355K Sell
1,840
-72
-4% -$13.2K 0.06% 94
2019
Q1 		$319K Buy
1,912
+68
+4% +$10.8K 0.06% 100
2018
Q4 		$242K Sell
1,844
-102
-5% -$14.8K 0.05% 111
2018
Q3 		$320K Sell
1,946
-205
-10% -$37.1K 0.06% 98
2018
Q2 		$418K Buy
2,151
+775
+56% +$140K 0.09% 81
2018
Q1 		$220K Sell
1,376
-110
-7% -$19.8K 0.05% 123
2017
Q4 		$262K Buy
1,486
+261
+21% +$46.1K 0.06% 109
2017
Q3 		$209K Buy
+1,225
New +$204K 0.05% 124
2016
Q4 		– Sell
-2,181
Closed -$280K – 110
2016
Q3 		$280K Sell
2,181
-73
-3% -$9.06K 0.09% 86
2016
Q2 		$258K Buy
+2,254
New +$260K 0.09% 80

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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

Modera Wealth Management's META Position: Q2 2026 in Review

Modera Wealth Management increased its Meta Platforms (Facebook) (META) stake by 8.1% in Q2 2026, buying an estimated $500K and bringing the position to 10,882 shares worth $6.13M. The position accounts for 0.07% of the portfolio, ranked #168.

Modera Wealth Management first reported a position in META in Q2 2016 and has held it in 38 quarters since. The position peaked at $8.02M in Q2 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Modera Wealth Management held 10,882 shares of Meta Platforms (Facebook) worth $6.13M as of Q2 2026.
  • Modera Wealth Management bought 818 Meta Platforms (Facebook) shares in Q2 2026, an estimated $500K.
  • Meta Platforms (Facebook) made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Modera Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 38 quarters since.
  • Modera Wealth Management's Meta Platforms (Facebook) position peaked at $8.02M in Q2 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.