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

Mosley 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 		$1.25M Buy
2,218
+453
+26% +$277K 0.4% 45
2026
Q1 		$1.3M Sell
1,765
-215
-11% -$138K 0.59% 38
2025
Q4 		$1.42M Buy
+1,980
New +$1.32M 0.65% 36
2024
Q4 		$804K Buy
1,189
+127
+12% +$74.5K 0.5% 42
2024
Q3 		$611K Buy
1,062
+160
+18% +$82.3K 0.42% 53
2024
Q2 		$455K Sell
902
-18
-2% -$8.75K 0.39% 61
2024
Q1 		$447K Sell
920
-100
-10% -$44.6K 0.42% 53
2023
Q4 		$361K Buy
+1,020
New +$332K 0.36% 64

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mosley Wealth Management increased its Meta Platforms (Facebook) (META) stake by 26% in Q2 2026, buying an estimated $277K and bringing the position to 2,218 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #45.

Mosley Wealth Management first reported a position in META in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2025. 3,183 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mosley Wealth Management held 2,218 shares of Meta Platforms (Facebook) worth $1.25M as of Q2 2026.
  • Mosley Wealth Management bought 453 Meta Platforms (Facebook) shares in Q2 2026, an estimated $277K.
  • Meta Platforms (Facebook) made up 0.4% of Mosley Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Mosley Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's Meta Platforms (Facebook) position peaked at $1.42M in Q4 2025.
  • 3,183 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.