OWA
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Opal Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Opal Wealth 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 		$1.39M Buy
2,474
+38
+2% +$23.2K 0.3% 39
2026
Q1 		$1.39M Buy
2,436
+75
+3% +$48.1K 0.32% 29
2025
Q4 		$1.56M Sell
2,361
-202
-8% -$135K 0.41% 30
2025
Q3 		$1.88M Buy
2,563
+64
+3% +$47.6K 0.52% 26
2025
Q2 		$1.84M Buy
2,499
+70
+3% +$43.3K 0.51% 25
2025
Q1 		$1.4M Sell
2,429
-105
-4% -$67.7K 0.43% 26
2024
Q4 		$1.48M Buy
2,534
+130
+5% +$76.3K 0.45% 33
2024
Q3 		$1.38M Buy
2,404
+75
+3% +$38.6K 0.43% 35
2024
Q2 		$1.17M Sell
2,329
-20
-0.9% -$9.72K 0.38% 36
2024
Q1 		$1.14M Buy
2,349
+85
+4% +$37.9K 0.39% 36
2023
Q4 		$801K Buy
2,264
+165
+8% +$53.7K 0.32% 51
2023
Q3 		$630K Buy
2,099
+241
+13% +$72.6K 0.37% 44
2023
Q2 		$533K Sell
1,858
-402
-18% -$99.2K 0.27% 51
2023
Q1 		$479K Buy
+2,260
New +$385K 0.28% 43
2022
Q4 		– Sell
-2,463
Closed -$334K – 133
2022
Q3 		$334K Sell
2,463
-77
-3% -$12.5K 0.24% 56
2022
Q2 		$410K Sell
2,540
-173
-6% -$33.4K 0.27% 48
2022
Q1 		$603K Sell
2,713
-278
-9% -$69.5K 0.52% 26
2021
Q4 		$1.01M Buy
2,991
+945
+46% +$314K 0.64% 30
2021
Q3 		$694K Sell
2,046
-529
-21% -$191K 0.67% 24
2021
Q2 		$895K Buy
2,575
+181
+8% +$58.1K 0.83% 21
2021
Q1 		$705K Buy
2,394
+32
+1% +$8.62K 0.77% 22
2020
Q4 		$645K Buy
+2,362
New +$648K 0.81% 21

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

Opal Wealth Advisors's META Position: Q2 2026 in Review

Opal Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,474 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #39.

Opal Wealth Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.88M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Opal Wealth Advisors held 2,474 shares of Meta Platforms (Facebook) worth $1.39M as of Q2 2026.
  • Opal Wealth Advisors bought 38 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.2K.
  • Meta Platforms (Facebook) made up 0.3% of Opal Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Opal Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.88M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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