NWF Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

NWF Advisory Services’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	$2.79M	Sell	4,955 -47	-0.9%	-$28.7K	0.26%	75
2026 Q1	$2.86M	Sell	5,002 -416	-8%	-$267K	0.32%	64
2025 Q4	$3.58M	Sell	5,418 -91	-2%	-$60.8K	0.4%	58
2025 Q3	$4.05M	Buy	5,509 +87	+2%	+$64.8K	0.44%	51
2025 Q2	$4M	Buy	5,422 +1,281	+31%	+$792K	0.48%	48
2025 Q1	$2.39M	Buy	4,141 +768	+23%	+$495K	0.34%	62
2024 Q4	$1.97M	Sell	3,373 -716	-18%	-$420K	0.29%	58
2024 Q3	$2.34M	Buy	4,089 +799	+24%	+$411K	0.34%	62
2024 Q2	$1.66M	Buy	3,290 +331	+11%	+$161K	0.26%	66
2024 Q1	$1.44M	Buy	2,959 +680	+30%	+$303K	0.24%	77
2023 Q4	$807K	Buy	2,279 +325	+17%	+$106K	0.16%	108
2023 Q3	$587K	Sell	1,954 -100	-5%	-$30.1K	0.14%	123
2023 Q2	$589K	Hold	2,054	–	–	0.14%	123
2023 Q1	$589K	Buy	+2,054	New	+$350K	0.14%	123

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NWF Advisory Services's META Position: Q2 2026 in Review

NWF Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 0.94% in Q2 2026, selling an estimated $28.7K and leaving 4,955 shares worth $2.79M. The position accounts for 0.26% of the portfolio, ranked #75.

NWF Advisory Services first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.05M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

NWF Advisory Services held 4,955 shares of Meta Platforms (Facebook) worth $2.79M as of Q2 2026.
NWF Advisory Services sold 47 Meta Platforms (Facebook) shares in Q2 2026, an estimated $28.7K.
Meta Platforms (Facebook) made up 0.26% of NWF Advisory Services's portfolio in Q2 2026, its #75 holding.
NWF Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Meta Platforms (Facebook) position peaked at $4.05M in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.