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

Outlook 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 		$1.33M Buy
2,353
+86
+4% +$52.6K 0.29% 78
2026
Q1 		$1.3M Sell
2,267
-78
-3% -$50K 0.31% 67
2025
Q4 		$1.55M Sell
2,345
-24
-1% -$16K 0.35% 57
2025
Q3 		$1.74M Sell
2,369
-132
-5% -$98.2K 0.43% 51
2025
Q2 		$1.85M Buy
2,501
+27
+1% +$16.7K 0.47% 43
2025
Q1 		$1.43M Sell
2,474
-47
-2% -$30.3K 0.4% 51
2024
Q4 		$1.48M Buy
2,521
+33
+1% +$19.4K 0.42% 47
2024
Q3 		$1.42M Buy
2,488
+57
+2% +$29.3K 0.41% 47
2024
Q2 		$1.23M Buy
2,431
+617
+34% +$300K 0.38% 50
2024
Q1 		$881K Buy
+1,814
New +$809K 0.27% 77
2022
Q1 		– Sell
-641
Closed -$216K – 209
2021
Q4 		$216K Sell
641
-1,988
-76% -$660K 0.06% 191
2021
Q3 		$892K Sell
2,629
-18
-0.7% -$6.48K 0.29% 85
2021
Q2 		$920K Buy
2,647
+123
+5% +$39.5K 0.29% 85
2021
Q1 		$743K Buy
2,524
+647
+34% +$174K 0.26% 88
2020
Q4 		$513K Buy
1,877
+60
+3% +$16.4K 0.19% 126
2020
Q3 		$476K Buy
1,817
+113
+7% +$29.1K 0.19% 117
2020
Q2 		$387K Buy
1,704
+163
+11% +$34K 0.16% 125
2020
Q1 		$257K Buy
1,541
+251
+19% +$49.1K 0.15% 134
2019
Q4 		$265K Sell
1,290
-923
-42% -$179K 0.15% 126
2019
Q3 		$394K Sell
2,213
-21
-0.9% -$3.99K 0.23% 97
2019
Q2 		$431K Buy
2,234
+213
+11% +$38.9K 0.28% 89
2019
Q1 		$337K Sell
2,021
-1,839
-48% -$292K 0.28% 95
2018
Q4 		$506K Buy
+3,860
New +$559K 0.23% 110

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

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

Outlook Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,353 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #78.

Outlook Wealth Advisors first reported a position in META in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.85M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Outlook Wealth Advisors held 2,353 shares of Meta Platforms (Facebook) worth $1.33M as of Q2 2026.
  • Outlook Wealth Advisors bought 86 Meta Platforms (Facebook) shares in Q2 2026, an estimated $52.6K.
  • Meta Platforms (Facebook) made up 0.29% of Outlook Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Outlook Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 23 quarters since.
  • Outlook Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.85M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.