NWM
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Navigoe Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Navigoe 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 		$1.22M Hold
2,168
– – 0.64% 23
2026
Q1 		$1.24M Hold
2,168
– – 0.73% 23
2025
Q4 		$1.43M Hold
2,168
– – 0.88% 23
2025
Q3 		$1.59M Buy
2,168
+18
+0.8% +$13.4K 1.02% 23
2025
Q2 		$1.59M Hold
2,150
– – 1.2% 21
2025
Q1 		$1.24M Hold
2,150
– – 1.07% 20
2024
Q4 		$1.26M Buy
+2,150
New +$1.26M 1.23% 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

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

Navigoe Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 2,168 shares worth $1.22M. The position accounts for 0.64% of the portfolio, ranked #23.

Navigoe Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Navigoe Wealth Management held 2,168 shares of Meta Platforms (Facebook) worth $1.22M as of Q2 2026.
  • Navigoe Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.64% of Navigoe Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Navigoe Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Meta Platforms (Facebook) position peaked at $1.59M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.