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Precision Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Precision Wealth Strategies’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 		$783K Sell
1,391
-6,974
-83% -$4.26M 0.24% 96
2026
Q1 		$4.79M Sell
8,365
-1,670
-17% -$1.07M 1.59% 14
2025
Q4 		$6.62M Buy
10,035
+1,156
+13% +$772K 2.15% 9
2025
Q3 		$6.52M Buy
8,879
+1,682
+23% +$1.25M 2.12% 9
2025
Q2 		$5.31M Buy
7,197
+287
+4% +$177K 1.72% 13
2025
Q1 		$3.98M Buy
6,910
+830
+14% +$535K 3.04% 10
2024
Q4 		$3.56M Buy
6,080
+596
+11% +$350K 2.75% 8
2024
Q3 		$3.14M Buy
5,484
+768
+16% +$395K 2.91% 7
2024
Q2 		$2.38M Buy
4,716
+427
+10% +$208K 2.46% 8
2024
Q1 		$2.08M Buy
4,289
+859
+25% +$383K 1.97% 10
2023
Q4 		$1.21M Buy
3,430
+1
+0% +$326 1.18% 12
2023
Q3 		$1.03M Buy
+3,429
New +$1.03M 1.12% 13
2022
Q4 		– Sell
-2,872
Closed -$373K – 121
2022
Q3 		$373K Sell
2,872
-2,941
-51% -$477K 0.33% 68
2022
Q2 		$950K Buy
5,813
+829
+17% +$160K 0.75% 22
2022
Q1 		$1.11M Buy
4,984
+3,544
+246% +$886K 0.66% 22
2021
Q4 		$484K Buy
1,440
+8
+0.6% +$2.66K 0.35% 86
2021
Q3 		$486K Sell
1,432
-852
-37% -$307K 0.38% 60
2021
Q2 		$794K Sell
2,284
-62
-3% -$19.9K 0.68% 23
2021
Q1 		$691K Buy
+2,346
New +$632K 0.66% 19

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

Precision Wealth Strategies's META Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Meta Platforms (Facebook) (META) stake by 83% in Q2 2026, selling an estimated $4.26M and leaving 1,391 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #96.

Precision Wealth Strategies first reported a position in META in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.62M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Precision Wealth Strategies held 1,391 shares of Meta Platforms (Facebook) worth $783K as of Q2 2026.
  • Precision Wealth Strategies sold 6,974 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.26M.
  • Meta Platforms (Facebook) made up 0.24% of Precision Wealth Strategies's portfolio in Q2 2026, its #96 holding.
  • Precision Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 19 quarters since.
  • Precision Wealth Strategies's Meta Platforms (Facebook) position peaked at $6.62M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.