Oakwell Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Oakwell Private Wealth Management’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	$364K	Sell	647 -1,912	-75%	-$1.17M	0.06%	66
2026 Q1	$1.46M	Buy	2,559 +236	+10%	+$151K	0.26%	35
2025 Q4	$1.53M	Buy	2,323 +611	+36%	+$408K	0.29%	35
2025 Q3	$1.26M	Buy	1,712 +1,076	+169%	+$801K	0.25%	39
2025 Q2	$470K	Buy	636 +118	+23%	+$72.9K	0.11%	53
2025 Q1	$299K	Buy	+518	New	+$334K	0.08%	60

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

Oakwell Private Wealth Management's META Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 75% in Q2 2026, selling an estimated $1.17M and leaving 647 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #66.

Oakwell Private Wealth Management first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Oakwell Private Wealth Management held 647 shares of Meta Platforms (Facebook) worth $364K as of Q2 2026.
Oakwell Private Wealth Management sold 1,912 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.17M.
Meta Platforms (Facebook) made up 0.06% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #66 holding.
Oakwell Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
Oakwell Private Wealth Management's Meta Platforms (Facebook) position peaked at $1.53M in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.