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Peak Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Peak Financial 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
Q1 		– Sell
-927
Closed -$612K – 87
2025
Q4 		$612K Buy
+927
New +$619K 0.27% 56
2025
Q1 		– Sell
-6,264
Closed -$3.67M – 80
2024
Q4 		$3.67M Sell
6,264
-56
-0.9% -$32.9K 1.91% 12
2024
Q3 		$3.62M Buy
6,320
+76
+1% +$39.1K 1.86% 12
2024
Q2 		$3.15M Buy
+6,244
New +$3.04M 1.81% 14

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Peak Financial Advisors's META Position: Q1 2026 in Review

Peak Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 927 shares — an estimated $612K sold.

Peak Financial Advisors first reported a position in META in Q2 2024 and held it in 4 quarters. The position peaked at $3.67M in Q4 2024. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Peak Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 927 Meta Platforms (Facebook) shares in Q1 2026, an estimated $612K.
  • Peak Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and held it in 4 quarters.
  • Peak Financial Advisors's Meta Platforms (Facebook) position peaked at $3.67M in Q4 2024.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.