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Oak Barrel Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Oak Barrel Wealth Advisory’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 		$1.06M Buy
+1,886
New +$1.15M 0.47% 31
2025
Q4 		$1.18M Buy
+1,784
New +$1.19M 0.7% 30

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

Oak Barrel Wealth Advisory's META Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 1,886 shares worth $1.06M. The stake represents 0.47% of the portfolio and ranks #31 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in META as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in META in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,886 shares of Meta Platforms (Facebook) worth $1.06M as of Q2 2026.
  • Meta Platforms (Facebook) was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.47% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #31 holding.
  • Oak Barrel Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's Meta Platforms (Facebook) position peaked at $1.18M in Q4 2025.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.