PFA
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Pinnacle Family Advisors’s Meta Platforms (Facebook) META Stock Holding History

Pinnacle Family 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 		$442K Buy
773
+373
+93% +$239K 0.21% 75
2025
Q4 		$264K Sell
400
-42
-10% -$28K 0.12% 118
2025
Q3 		$325K Buy
442
+10
+2% +$7.44K 0.14% 98
2025
Q2 		$316K Buy
432
+34
+9% +$21K 0.15% 92
2025
Q1 		$229K Buy
398
+30
+8% +$19.4K 0.12% 101
2024
Q4 		$215K Sell
368
-6
-2% -$3.52K 0.1% 106
2024
Q3 		$214K Sell
374
-23
-6% -$11.8K 0.11% 111
2024
Q2 		$200K Buy
+397
New +$193K 0.11% 108
2022
Q1 		– Sell
-725
Closed -$244K – 127
2021
Q4 		$244K Sell
725
-423
-37% -$140K 0.11% 93
2021
Q3 		$390K Buy
1,148
+520
+83% +$187K 0.17% 80
2021
Q2 		$218K Sell
628
-220
-26% -$70.6K 0.1% 122
2021
Q1 		$250K Buy
+848
New +$228K 0.13% 106
2020
Q4 		– Sell
-813
Closed -$213K – 137
2020
Q3 		$213K Buy
+813
New +$210K 0.14% 73
2020
Q1 		– Sell
-1,455
Closed -$299K – 84
2019
Q4 		$299K Sell
1,455
-780
-35% -$151K 0.27% 63
2019
Q3 		$398K Sell
2,235
-220
-9% -$41.8K 0.35% 50
2019
Q2 		$474K Buy
2,455
+10
+0.4% +$1.83K 0.39% 47
2019
Q1 		$408K Sell
2,445
-218
-8% -$34.7K 0.36% 49
2018
Q4 		$349K Sell
2,663
-41
-2% -$5.94K 0.23% 47
2018
Q3 		$445K Buy
+2,704
New +$490K 0.24% 47

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

Pinnacle Family Advisors's META Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Meta Platforms (Facebook) (META) stake by 93% in Q1 2026, buying an estimated $239K and bringing the position to 773 shares worth $442K. The position accounts for 0.21% of the portfolio, ranked #75.

Pinnacle Family Advisors first reported a position in META in Q3 2018 and has held it in 19 quarters since. The position peaked at $474K in Q2 2019. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Pinnacle Family Advisors held 773 shares of Meta Platforms (Facebook) worth $442K as of Q1 2026.
  • Pinnacle Family Advisors bought 373 Meta Platforms (Facebook) shares in Q1 2026, an estimated $239K.
  • Meta Platforms (Facebook) made up 0.21% of Pinnacle Family Advisors's portfolio in Q1 2026, its #75 holding.
  • Pinnacle Family Advisors first reported a position in Meta Platforms (Facebook) in Q3 2018 and has held it in 19 quarters since.
  • Pinnacle Family Advisors's Meta Platforms (Facebook) position peaked at $474K in Q2 2019.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.