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Principia Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Principia Wealth Advisory’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 		$174K Buy
309
+164
+113% +$100K 0.09% 79
2026
Q1 		$83K Sell
145
-119
-45% -$76.3K 0.05% 120
2025
Q4 		$174K Buy
264
+156
+144% +$104K 0.11% 79
2025
Q3 		$79.3K Buy
108
+7
+7% +$5.21K 0.05% 102
2025
Q2 		$74.5K Buy
101
+15
+17% +$9.27K 0.06% 98
2025
Q1 		$50.4K Buy
86
+30
+54% +$19.4K 0.05% 85
2024
Q4 		$32.8K Buy
+56
New +$32.9K 0.03% 95

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

Principia Wealth Advisory's META Position: Q2 2026 in Review

Principia Wealth Advisory increased its Meta Platforms (Facebook) (META) stake by 113% in Q2 2026, buying an estimated $100K and bringing the position to 309 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #79.

Principia Wealth Advisory first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $174K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Principia Wealth Advisory held 309 shares of Meta Platforms (Facebook) worth $174K as of Q2 2026.
  • Principia Wealth Advisory bought 164 Meta Platforms (Facebook) shares in Q2 2026, an estimated $100K.
  • Meta Platforms (Facebook) made up 0.09% of Principia Wealth Advisory's portfolio in Q2 2026, its #79 holding.
  • Principia Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Meta Platforms (Facebook) position peaked at $174K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.