MYIA
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Mount Yale Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Mount Yale Investment 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 		$33.9M Buy
+59,269
New +$38M 0.79% 21
2025
Q2 		– Sell
-200
Closed -$26.1K – 1507
2025
Q1 		$26.1K Buy
200
+100
+100% +$64.5K ﹤0.01% 528
2024
Q4 		$18.1K Hold
100
– – ﹤0.01% 541
2024
Q3 		$17.6K Hold
100
– – ﹤0.01% 536
2024
Q2 		$14K Buy
+100
New +$48.6K ﹤0.01% 538

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

Mount Yale Investment Advisors's META Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 27,373 shares — an estimated $17.5M sold.

Mount Yale Investment Advisors first reported a position in META in Q1 2018 and held it in 32 quarters. The position peaked at $18.1M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 27,373 Meta Platforms (Facebook) shares in Q1 2026, an estimated $17.5M.
  • Mount Yale Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2018 and held it in 32 quarters.
  • Mount Yale Investment Advisors's Meta Platforms (Facebook) position peaked at $18.1M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.