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New Insight Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

New Insight 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 		$3.8M Buy
6,644
+869
+15% +$557K 1.36% 22
2025
Q4 		$3.81M Buy
5,775
+325
+6% +$217K 1.36% 20
2025
Q3 		$4M Sell
5,450
-218
-4% -$162K 1.51% 19
2025
Q2 		$4.18M Buy
5,668
+471
+9% +$291K 1.72% 16
2025
Q1 		$3M Buy
5,197
+699
+16% +$451K 1.36% 21
2024
Q4 		$2.63M Buy
4,498
+305
+7% +$179K 1.32% 19
2024
Q3 		$2.4M Sell
4,193
-72
-2% -$37K 1.26% 19
2024
Q2 		$2.15M Buy
4,265
+413
+11% +$201K 1.27% 21
2024
Q1 		$1.87M Sell
3,852
-49
-1% -$21.9K 1.17% 24
2023
Q4 		$1.38M Buy
+3,901
New +$1.27M 0.93% 24

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

New Insight Wealth Advisors's META Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 15% in Q1 2026, buying an estimated $557K and bringing the position to 6,644 shares worth $3.8M. The position accounts for 1.36% of the portfolio, ranked #22.

New Insight Wealth Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.18M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • New Insight Wealth Advisors held 6,644 shares of Meta Platforms (Facebook) worth $3.8M as of Q1 2026.
  • New Insight Wealth Advisors bought 869 Meta Platforms (Facebook) shares in Q1 2026, an estimated $557K.
  • Meta Platforms (Facebook) made up 1.36% of New Insight Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • New Insight Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Meta Platforms (Facebook) position peaked at $4.18M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.