Pacific Capital Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Pacific Capital 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	$860K	Hold	1,527	–	–	0.13%	48
2026 Q1	$874K	Buy	1,527 +25	+2%	+$16K	0.15%	43
2025 Q4	$992K	Sell	1,502 -40	-3%	-$26.7K	0.17%	39
2025 Q3	$1.13M	Buy	1,542 +140	+10%	+$104K	0.2%	34
2025 Q2	$1.01M	Sell	1,402 -60	-4%	-$37.1K	0.18%	37
2025 Q1	$843K	Buy	1,462 +1	+0.1%	+$645	0.15%	45
2024 Q4	$855K	Buy	1,461 +7	+0.5%	+$4.11K	0.14%	44
2024 Q3	$832K	Buy	1,454 +33	+2%	+$17K	0.14%	43
2024 Q2	$716K	Buy	1,421 +323	+29%	+$157K	0.13%	42
2024 Q1	$533K	Buy	1,098 +26	+2%	+$11.6K	0.13%	43
2023 Q4	$379K	Hold	1,072	–	–	0.1%	50
2023 Q3	$322K	Hold	1,072	–	–	0.09%	53
2023 Q2	$308K	Hold	1,072	–	–	0.08%	55
2023 Q1	$227K	Buy	+1,072	New	+$183K	0.06%	78
2022 Q1	–	Sell	-607	Closed	-$204K	–	94
2021 Q4	$204K	Buy	+607	New	+$202K	0.06%	89
2020 Q4	–	Sell	-20	Closed	-$5K	–	142
2020 Q3	$5K	Buy	+20	New	+$5.16K	﹤0.01%	188

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Pacific Capital Wealth Advisors's META Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,527 shares worth $860K. The position accounts for 0.13% of the portfolio, ranked #48.

Pacific Capital Wealth Advisors first reported a position in META in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.13M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

Pacific Capital Wealth Advisors held 1,527 shares of Meta Platforms (Facebook) worth $860K as of Q2 2026.
Pacific Capital Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.13% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Pacific Capital Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 16 quarters since.
Pacific Capital Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.13M in Q3 2025.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.