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

Monograph 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 		$6.24M Buy
11,077
+123
+1% +$75.2K 0.51% 24
2026
Q1 		$6.27M Sell
10,954
-73
-0.7% -$46.8K 0.59% 24
2025
Q4 		$7.28M Sell
11,027
-489
-4% -$327K 0.72% 22
2025
Q3 		$8.46M Buy
11,516
+1,116
+11% +$831K 0.86% 21
2025
Q2 		$7.68M Buy
10,400
+398
+4% +$246K 0.95% 16
2025
Q1 		$5.76M Sell
10,002
-1,109
-10% -$715K 0.79% 16
2024
Q4 		$6.51M Buy
11,111
+957
+9% +$562K 0.86% 19
2024
Q3 		$5.81M Buy
10,154
+1
+0% +$515 0.76% 20
2024
Q2 		$5.12M Hold
10,153
– – 0.75% 20
2024
Q1 		$4.93M Sell
10,153
-1,877
-16% -$837K 0.72% 21
2023
Q4 		$4.26M Buy
12,030
+232
+2% +$75.6K 0.76% 18
2023
Q3 		$3.54M Sell
11,798
-2,900
-20% -$874K 0.7% 20
2023
Q2 		$4.22M Hold
14,698
– – 0.91% 15
2023
Q1 		$3.12M Buy
14,698
+4,497
+44% +$766K 0.73% 15
2022
Q4 		$1.23M Sell
10,201
-88
-0.9% -$10.3K 0.33% 23
2022
Q3 		$1.4M Sell
10,289
-4,546
-31% -$737K 0.46% 23
2022
Q2 		$2.39M Sell
14,835
-279
-2% -$53.8K 0.69% 14
2022
Q1 		$3.36M Sell
15,114
-1,537
-9% -$384K 0.85% 13
2021
Q4 		$5.6M Buy
+16,651
New +$5.53M 1.41% 9

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

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

Monograph Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, buying an estimated $75.2K and bringing the position to 11,077 shares worth $6.24M. The position accounts for 0.51% of the portfolio, ranked #24.

Monograph Wealth Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.46M in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Monograph Wealth Advisors held 11,077 shares of Meta Platforms (Facebook) worth $6.24M as of Q2 2026.
  • Monograph Wealth Advisors bought 123 Meta Platforms (Facebook) shares in Q2 2026, an estimated $75.2K.
  • Meta Platforms (Facebook) made up 0.51% of Monograph Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Monograph Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Meta Platforms (Facebook) position peaked at $8.46M in Q3 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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