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

Proactive 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 		$6.5M Buy
11,533
+1,887
+20% +$1.15M 1.04% 32
2026
Q1 		$5.52M Buy
9,646
+7,419
+333% +$4.75M 1.04% 32
2025
Q4 		$1.47M Buy
2,227
+417
+23% +$278K 0.58% 54
2025
Q3 		$1.33M Buy
1,810
+1
+0.1% +$744 0.57% 58
2025
Q2 		$1.33M Sell
1,809
-49
-3% -$30.3K 0.63% 55
2025
Q1 		$1.07M Sell
1,858
-391
-17% -$252K 0.57% 58
2024
Q4 		$1.32M Buy
2,249
+240
+12% +$141K 0.69% 50
2024
Q3 		$1.15M Buy
+2,009
New +$1.03M 0.64% 49

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 $3.38T AUM 44.17% 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

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

Proactive Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $1.15M and bringing the position to 11,533 shares worth $6.5M. The position accounts for 1.04% of the portfolio, ranked #32.

Proactive Wealth Strategies first reported a position in META in Q3 2024 and has held it in 8 quarters since. 5,085 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Proactive Wealth Strategies held 11,533 shares of Meta Platforms (Facebook) worth $6.5M as of Q2 2026.
  • Proactive Wealth Strategies bought 1,887 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.15M.
  • Meta Platforms (Facebook) made up 1.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #32 holding.
  • Proactive Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • 5,085 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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