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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-500
Closed -$263K 226
2026
Q1
$263K Buy
+500
New +$320K 0.09% 161

Other funds holding META

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

New Wave Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $251K and leaving 3,417 shares worth $1.92M. The position accounts for 0.52% of the portfolio, ranked #47.

New Wave Wealth Advisors first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.54M in Q3 2025. 1,974 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • New Wave Wealth Advisors held 3,417 shares of Meta Platforms (Facebook) worth $1.92M as of Q2 2026.
  • New Wave Wealth Advisors sold 411 Meta Platforms (Facebook) shares in Q2 2026, an estimated $251K.
  • Meta Platforms (Facebook) made up 0.52% of New Wave Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • New Wave Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.54M in Q3 2025.
  • 1,974 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.