MWA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Monograph Wealth Advisors's META Position: Q1 2026 in Review

Monograph Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.66% in Q1 2026, selling an estimated $46.8K and leaving 10,954 shares worth $6.27M. The position accounts for 0.59% of the portfolio, ranked #24.

Monograph Wealth Advisors first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.46M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Monograph Wealth Advisors held 10,954 shares of Meta Platforms (Facebook) worth $6.27M as of Q1 2026.
  • Monograph Wealth Advisors sold 73 Meta Platforms (Facebook) shares in Q1 2026, an estimated $46.8K.
  • Meta Platforms (Facebook) made up 0.59% of Monograph Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Monograph Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Monograph Wealth Advisors's Meta Platforms (Facebook) position peaked at $8.46M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.