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

Modern 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 		$15.1M Buy
26,860
+6,783
+34% +$4.15M 0.18% 135
2026
Q1 		$11.6M Buy
20,077
+1,226
+7% +$786K 0.2% 127
2025
Q4 		$12.4M Buy
18,851
+3,905
+26% +$2.61M 0.23% 114
2025
Q3 		$11M Buy
14,946
+3,775
+34% +$2.81M 0.22% 119
2025
Q2 		$8.25M Buy
11,171
+2,634
+31% +$1.63M 0.2% 111
2025
Q1 		$4.92M Buy
8,537
+2,004
+31% +$1.29M 0.16% 126
2024
Q4 		$3.83M Buy
6,533
+1,149
+21% +$674K 0.14% 132
2024
Q3 		$3.08M Buy
5,384
+242
+5% +$125K 0.19% 87
2024
Q2 		$2.59M Buy
5,142
+220
+4% +$107K 0.19% 74
2024
Q1 		$2.39M Buy
4,922
+1,476
+43% +$658K 0.22% 63
2023
Q4 		$1.22M Buy
+3,446
New +$1.12M 0.15% 54

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

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

Modern Wealth Management increased its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, buying an estimated $4.15M and bringing the position to 26,860 shares worth $15.1M. The position accounts for 0.18% of the portfolio, ranked #135.

Modern Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Modern Wealth Management held 26,860 shares of Meta Platforms (Facebook) worth $15.1M as of Q2 2026.
  • Modern Wealth Management bought 6,783 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.15M.
  • Meta Platforms (Facebook) made up 0.18% of Modern Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Modern Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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