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

Moran 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 		$22M Buy
39,135
+3,166
+9% +$1.94M 0.6% 39
2026
Q1 		$20.6M Buy
35,969
+1,881
+6% +$1.21M 0.63% 37
2025
Q4 		$22.5M Buy
34,088
+2,738
+9% +$1.83M 0.69% 31
2025
Q3 		$23M Buy
31,350
+825
+3% +$614K 0.69% 34
2025
Q2 		$22.5M Buy
30,525
+449
+1% +$277K 0.69% 32
2025
Q1 		$17.3M Sell
30,076
-478
-2% -$308K 0.58% 51
2024
Q4 		$17.9M Buy
30,554
+646
+2% +$379K 0.57% 53
2024
Q3 		$17.1M Buy
29,908
+106
+0.4% +$54.5K 0.53% 65
2024
Q2 		$15M Buy
29,802
+353
+1% +$172K 0.49% 69
2024
Q1 		$14.3M Buy
29,449
+208
+0.7% +$92.8K 0.46% 76
2023
Q4 		$10.4M Buy
29,241
+1,249
+4% +$407K 0.37% 94
2023
Q3 		$8.4M Buy
27,992
+25,322
+948% +$7.63M 0.33% 113
2023
Q2 		$766K Buy
+2,670
New +$659K 0.03% 265

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

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

Moran Wealth Management increased its Meta Platforms (Facebook) (META) stake by 8.8% in Q2 2026, buying an estimated $1.94M and bringing the position to 39,135 shares worth $22M. The position accounts for 0.6% of the portfolio, ranked #39.

Moran Wealth Management first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $23M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Moran Wealth Management held 39,135 shares of Meta Platforms (Facebook) worth $22M as of Q2 2026.
  • Moran Wealth Management bought 3,166 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.94M.
  • Meta Platforms (Facebook) made up 0.6% of Moran Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Moran Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Meta Platforms (Facebook) position peaked at $23M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.