OFA
META icon

Oak Family Advisors’s Meta Platforms (Facebook) META Stock Holding History

Oak Family 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 		$651K Sell
1,155
-140
-11% -$85.6K 0.17% 78
2026
Q1 		$741K Buy
1,295
+30
+2% +$19.2K 0.21% 70
2025
Q4 		$835K Sell
1,265
-34
-3% -$22.7K 0.23% 70
2025
Q3 		$954K Sell
1,299
-24
-2% -$17.9K 0.24% 65
2025
Q2 		$976K Sell
1,323
-76
-5% -$47K 0.31% 57
2025
Q1 		$806K Sell
1,399
-114
-8% -$73.5K 0.27% 56
2024
Q4 		$886K Sell
1,513
-5
-0.3% -$2.94K 0.32% 61
2024
Q3 		$869K Sell
1,518
-66
-4% -$34K 0.27% 71
2024
Q2 		$799K Sell
1,584
-96
-6% -$46.7K 0.27% 71
2024
Q1 		$816K Sell
1,680
-4,500
-73% -$2.01M 0.31% 68
2023
Q4 		$2.19M Sell
6,180
-1,657
-21% -$540K 0.92% 34
2023
Q3 		$2.35M Sell
7,837
-258
-3% -$77.7K 1.11% 33
2023
Q2 		$2.32M Hold
8,095
– – 1.1% 31
2023
Q1 		$1.72M Sell
8,095
-3,657
-31% -$623K 0.85% 36
2022
Q4 		$1.41M Buy
+11,752
New +$1.38M 0.76% 38
2022
Q2 		– Sell
-1,205
Closed -$268K – 142
2022
Q1 		$268K Sell
1,205
-4,942
-80% -$1.24M 0.1% 114
2021
Q4 		$2.07M Buy
6,147
+73
+1% +$24.2K 0.77% 34
2021
Q3 		$2.06M Buy
6,074
+572
+10% +$206K 0.75% 34
2021
Q2 		$1.91M Buy
5,502
+109
+2% +$35K 0.8% 31
2021
Q1 		$1.59M Buy
5,393
+26
+0.5% +$7K 0.69% 34
2020
Q4 		$1.47M Buy
+5,367
New +$1.47M 0.76% 32

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 Family Advisors's META Position: Q2 2026 in Review

Oak Family Advisors reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $85.6K and leaving 1,155 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #78.

Oak Family Advisors first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.35M in Q3 2023. 5,051 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Oak Family Advisors held 1,155 shares of Meta Platforms (Facebook) worth $651K as of Q2 2026.
  • Oak Family Advisors sold 140 Meta Platforms (Facebook) shares in Q2 2026, an estimated $85.6K.
  • Meta Platforms (Facebook) made up 0.17% of Oak Family Advisors's portfolio in Q2 2026, its #78 holding.
  • Oak Family Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • Oak Family Advisors's Meta Platforms (Facebook) position peaked at $2.35M in Q3 2023.
  • 5,051 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.