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Morling Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Morling Financial 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 		$896K Buy
1,590
+76
+5% +$46.5K 0.25% 37
2026
Q1 		$866K Buy
1,514
+53
+4% +$34K 0.27% 34
2025
Q4 		$964K Sell
1,461
-4
-0.3% -$2.67K 0.3% 31
2025
Q3 		$1.08M Sell
1,465
-124
-8% -$92.3K 0.36% 28
2025
Q2 		$1.17M Sell
1,589
-2,881
-64% -$1.78M 0.38% 27
2025
Q1 		$2.58M Sell
4,470
-803
-15% -$518K 0.89% 18
2024
Q4 		$3.09M Sell
5,273
-228
-4% -$134K 1.08% 17
2024
Q3 		$3.15M Sell
5,501
-145
-3% -$74.6K 1.2% 17
2024
Q2 		$2.85M Sell
5,646
-479
-8% -$233K 1.24% 17
2024
Q1 		$2.97M Sell
6,125
-5
-0.1% -$2.23K 1.7% 15
2023
Q4 		$2.17M Sell
6,130
-1,421
-19% -$463K 1.75% 13
2023
Q3 		$2.27M Sell
7,551
-20
-0.3% -$6.03K 2.25% 13
2023
Q2 		$2.17M Buy
7,571
+14
+0.2% +$3.46K 2.09% 13
2023
Q1 		$1.6M Sell
7,557
-1,427
-16% -$243K 1.73% 13
2022
Q4 		$1.08M Sell
8,984
-1,356
-13% -$159K 1.38% 17
2022
Q3 		$1.4M Buy
10,340
+1,270
+14% +$206K 1.91% 14
2022
Q2 		$1.46M Sell
9,070
-10
-0.1% -$1.93K 1.91% 12
2022
Q1 		$2.02M Buy
9,080
+260
+3% +$65K 2.55% 10
2021
Q4 		$2.97M Buy
+8,820
New +$2.93M 2.84% 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

Morling Financial Advisors's META Position: Q2 2026 in Review

Morling Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 5% in Q2 2026, buying an estimated $46.5K and bringing the position to 1,590 shares worth $896K. The position accounts for 0.25% of the portfolio, ranked #37.

Morling Financial Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q3 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Morling Financial Advisors held 1,590 shares of Meta Platforms (Facebook) worth $896K as of Q2 2026.
  • Morling Financial Advisors bought 76 Meta Platforms (Facebook) shares in Q2 2026, an estimated $46.5K.
  • Meta Platforms (Facebook) made up 0.25% of Morling Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Morling Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's Meta Platforms (Facebook) position peaked at $3.15M in Q3 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.