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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
Q2 		$3.79M Buy
6,737
+93
+1% +$56.9K 1.12% 29
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 $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

New Insight Wealth Advisors's META Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, buying an estimated $56.9K and bringing the position to 6,737 shares worth $3.79M. The position accounts for 1.12% of the portfolio, ranked #29.

New Insight Wealth Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q2 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • New Insight Wealth Advisors held 6,737 shares of Meta Platforms (Facebook) worth $3.79M as of Q2 2026.
  • New Insight Wealth Advisors bought 93 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.9K.
  • Meta Platforms (Facebook) made up 1.12% of New Insight Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • New Insight Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Meta Platforms (Facebook) position peaked at $4.18M in Q2 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.