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

Monument Group 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 		– Sell
-311
Closed -$205K – 51
2025
Q4 		$205K Sell
311
-50
-14% -$33.4K 0.11% 48
2025
Q3 		$265K Sell
361
-135
-27% -$100K 0.16% 36
2025
Q2 		$366K Buy
496
+130
+36% +$80.3K 0.23% 30
2025
Q1 		$211K Buy
+366
New +$236K 0.15% 49

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

Monument Group Wealth Advisors's META Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 311 shares — an estimated $205K sold.

Monument Group Wealth Advisors first reported a position in META in Q1 2025 and held it in 4 quarters. The position peaked at $366K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Monument Group Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 311 Meta Platforms (Facebook) shares in Q1 2026, an estimated $205K.
  • Monument Group Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2025 and held it in 4 quarters.
  • Monument Group Wealth Advisors's Meta Platforms (Facebook) position peaked at $366K in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.