MAWA
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Moss Adams Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Moss Adams 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
Q2 		$6.25M Sell
11,089
-252
-2% -$154K 0.39% 22
2026
Q1 		$6.49M Buy
11,341
+528
+5% +$338K 0.47% 21
2025
Q4 		$7.14M Buy
10,813
+710
+7% +$474K 0.52% 22
2025
Q3 		$7.42M Buy
10,103
+28
+0.3% +$20.8K 0.58% 20
2025
Q2 		$7.44M Buy
10,075
+495
+5% +$306K 0.68% 19
2025
Q1 		$5.52M Buy
9,580
+1,413
+17% +$912K 0.58% 19
2024
Q4 		$4.78M Buy
8,167
+408
+5% +$239K 0.51% 20
2024
Q3 		$4.44M Buy
7,759
+427
+6% +$220K 0.49% 20
2024
Q2 		$3.7M Buy
7,332
+779
+12% +$379K 0.51% 22
2024
Q1 		$3.18M Buy
6,553
+848
+15% +$378K 0.51% 23
2023
Q4 		$2.02M Sell
5,705
-143
-2% -$46.6K 0.42% 21
2023
Q3 		$1.76M Sell
5,848
-367
-6% -$111K 0.6% 17
2023
Q2 		$1.78M Sell
6,215
-12,228
-66% -$3.02M 0.58% 21
2023
Q1 		$3.91M Buy
18,443
+399
+2% +$68K 1.33% 10
2022
Q4 		$2.17M Buy
+18,044
New +$2.12M 1.09% 16

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

Moss Adams Wealth Advisors's META Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $154K and leaving 11,089 shares worth $6.25M. The position accounts for 0.39% of the portfolio, ranked #22.

Moss Adams Wealth Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.44M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Moss Adams Wealth Advisors held 11,089 shares of Meta Platforms (Facebook) worth $6.25M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 252 Meta Platforms (Facebook) shares in Q2 2026, an estimated $154K.
  • Meta Platforms (Facebook) made up 0.39% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Moss Adams Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.44M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.