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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
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 $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

Moss Adams Wealth Advisors's META Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q1 2026, buying an estimated $338K and bringing the position to 11,341 shares worth $6.49M. The position accounts for 0.47% of the portfolio, ranked #21.

Moss Adams Wealth Advisors first reported a position in META in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.44M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Moss Adams Wealth Advisors held 11,341 shares of Meta Platforms (Facebook) worth $6.49M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 528 Meta Platforms (Facebook) shares in Q1 2026, an estimated $338K.
  • Meta Platforms (Facebook) made up 0.47% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Moss Adams Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.44M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.