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Oxford Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Oxford Financial Group’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 		$1.45M Sell
2,580
-620
-19% -$379K 0.07% 76
2026
Q1 		$1.83M Buy
3,200
+744
+30% +$477K 0.1% 64
2025
Q4 		$1.62M Sell
2,456
-1,902
-44% -$1.27M 0.09% 65
2025
Q3 		$3.2M Buy
4,358
+2,518
+137% +$1.87M 0.18% 45
2025
Q2 		$1.36M Sell
1,840
-287
-13% -$177K 0.08% 67
2025
Q1 		$1.23M Sell
2,127
-2,636
-55% -$1.7M 0.09% 68
2024
Q4 		$2.79M Buy
4,763
+105
+2% +$61.6K 0.18% 47
2024
Q3 		$2.67M Sell
4,658
-38
-0.8% -$19.6K 0.17% 49
2024
Q2 		$2.37M Buy
4,696
+395
+9% +$192K 0.16% 52
2024
Q1 		$2.09M Buy
4,301
+583
+16% +$260K 0.14% 50
2023
Q4 		$1.32M Buy
3,718
+62
+2% +$20.2K 0.1% 70
2023
Q3 		$1.1M Sell
3,656
-745
-17% -$224K 0.09% 73
2023
Q2 		$1.26M Buy
4,401
+2,732
+164% +$674K 0.12% 62
2023
Q1 		$354K Buy
+1,669
New +$284K 0.04% 132
2022
Q3 		– Sell
-1,879
Closed -$303K – 260
2022
Q2 		$303K Sell
1,879
-9
-0.5% -$1.74K 0.04% 147
2022
Q1 		$420K Buy
1,888
+400
+27% +$100K 0.05% 128
2021
Q4 		$500K Sell
1,488
-30
-2% -$9.96K 0.06% 124
2021
Q3 		$515K Sell
1,518
-127
-8% -$45.7K 0.07% 108
2021
Q2 		$572K Buy
1,645
+25
+2% +$8.02K 0.08% 105
2021
Q1 		$477K Sell
1,620
-102
-6% -$27.5K 0.07% 110
2020
Q4 		$470K Buy
1,722
+75
+5% +$20.6K 0.07% 105
2020
Q3 		$431K Sell
1,647
-649
-28% -$167K 0.07% 103
2020
Q2 		$521K Sell
2,296
-1,077
-32% -$225K 0.09% 90
2020
Q1 		$563K Buy
+3,373
New +$660K 0.11% 78

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

Oxford Financial Group's META Position: Q2 2026 in Review

Oxford Financial Group reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $379K and leaving 2,580 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #76.

Oxford Financial Group first reported a position in META in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.2M in Q3 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Oxford Financial Group held 2,580 shares of Meta Platforms (Facebook) worth $1.45M as of Q2 2026.
  • Oxford Financial Group sold 620 Meta Platforms (Facebook) shares in Q2 2026, an estimated $379K.
  • Meta Platforms (Facebook) made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #76 holding.
  • Oxford Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 24 quarters since.
  • Oxford Financial Group's Meta Platforms (Facebook) position peaked at $3.2M in Q3 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.