OWM
META icon

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

Orgel 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 		$541K Buy
960
+42
+5% +$25.7K 0.01% 79
2026
Q1 		$525K Sell
918
-20
-2% -$12.8K 0.01% 64
2025
Q4 		$619K Buy
938
+52
+6% +$34.7K 0.01% 60
2025
Q3 		$651K Hold
886
– – 0.01% 56
2025
Q2 		$654K Sell
886
-129
-13% -$79.7K 0.02% 57
2025
Q1 		$585K Hold
1,015
– – 0.02% 55
2024
Q4 		$594K Hold
1,015
– – 0.02% 55
2024
Q3 		$581K Buy
1,015
+1
+0.1% +$515 0.01% 56
2024
Q2 		$511K Buy
1,014
+14
+1% +$6.8K 0.01% 54
2024
Q1 		$486K Sell
1,000
-22
-2% -$9.81K 0.01% 55
2023
Q4 		$362K Buy
1,022
+20
+2% +$6.51K 0.01% 64
2023
Q3 		$301K Buy
1,002
+2
+0.2% +$603 0.01% 67
2023
Q2 		$287K Hold
1,000
– – 0.01% 65
2023
Q1 		$212K Buy
+1,000
New +$170K 0.01% 70
2022
Q2 		– Sell
-1,000
Closed -$222K – 71
2022
Q1 		$222K Sell
1,000
-125
-11% -$31.2K 0.02% 59
2021
Q4 		$378K Buy
1,125
+5
+0.4% +$1.66K 0.04% 40
2021
Q3 		$380K Buy
1,120
+120
+12% +$43.2K 0.04% 36
2021
Q2 		$348K Hold
1,000
– – 0.04% 37
2021
Q1 		$295K Hold
1,000
– – 0.04% 39
2020
Q4 		$273K Sell
1,000
-1,000
-50% -$274K 0.06% 39
2020
Q3 		$524K Hold
2,000
– – 0.15% 25
2020
Q2 		$454K Buy
+2,000
New +$418K 0.17% 27
2020
Q1 		– Sell
-1,000
Closed -$205K – 52
2019
Q4 		$205K Buy
+1,000
New +$194K 0.06% 50
2018
Q3 		– Sell
-1,090
Closed -$212K – 39
2018
Q2 		$212K Sell
1,090
-170
-13% -$30.7K 0.05% 40
2018
Q1 		$201K Sell
1,260
-158
-11% -$28.4K 0.05% 40
2017
Q4 		$250K Buy
1,418
+129
+10% +$22.8K 0.06% 37
2017
Q3 		$220K Sell
1,289
-63
-5% -$10.5K 0.08% 29
2017
Q2 		$204K Sell
1,352
-156
-10% -$23.2K 0.07% 27
2017
Q1 		$215K Buy
+1,508
New +$202K 0.09% 23

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

Orgel Wealth Management's META Position: Q2 2026 in Review

Orgel Wealth Management increased its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, buying an estimated $25.7K and bringing the position to 960 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #79.

Orgel Wealth Management first reported a position in META in Q1 2017 and has held it in 29 quarters since. The position peaked at $654K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Orgel Wealth Management held 960 shares of Meta Platforms (Facebook) worth $541K as of Q2 2026.
  • Orgel Wealth Management bought 42 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.7K.
  • Meta Platforms (Facebook) made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Orgel Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 29 quarters since.
  • Orgel Wealth Management's Meta Platforms (Facebook) position peaked at $654K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.