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Prosperity Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Prosperity Financial Group’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 		$2.98M Buy
5,287
+594
+13% +$363K 0.92% 35
2026
Q1 		$2.68M Buy
4,693
+125
+3% +$80.1K 0.99% 32
2025
Q4 		$3.02M Buy
4,568
+457
+11% +$305K 1.09% 27
2025
Q3 		$3.02M Buy
4,111
+289
+8% +$215K 1.1% 32
2025
Q2 		$2.82M Buy
3,822
+207
+6% +$128K 1.2% 30
2025
Q1 		$2.08M Buy
3,615
+18
+0.5% +$11.6K 1.04% 30
2024
Q4 		$2.11M Buy
3,597
+451
+14% +$265K 1.05% 30
2024
Q3 		$1.8M Sell
3,146
-219
-7% -$113K 1.01% 27
2024
Q2 		$1.7M Buy
3,365
+496
+17% +$241K 1.07% 27
2024
Q1 		$1.39M Buy
2,869
+156
+6% +$69.6K 0.86% 33
2023
Q4 		$960K Buy
2,713
+78
+3% +$25.4K 0.67% 37
2023
Q3 		$791K Sell
2,635
-78
-3% -$23.5K 0.65% 38
2023
Q2 		$779K Sell
2,713
-231
-8% -$57K 0.69% 38
2023
Q1 		$624K Buy
2,944
+230
+8% +$39.2K 0.63% 44
2022
Q4 		$327K Buy
+2,714
New +$319K 0.35% 59

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

Prosperity Financial Group's META Position: Q2 2026 in Review

Prosperity Financial Group increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $363K and bringing the position to 5,287 shares worth $2.98M. The position accounts for 0.92% of the portfolio, ranked #35.

Prosperity Financial Group first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.02M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Prosperity Financial Group held 5,287 shares of Meta Platforms (Facebook) worth $2.98M as of Q2 2026.
  • Prosperity Financial Group bought 594 Meta Platforms (Facebook) shares in Q2 2026, an estimated $363K.
  • Meta Platforms (Facebook) made up 0.92% of Prosperity Financial Group's portfolio in Q2 2026, its #35 holding.
  • Prosperity Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Meta Platforms (Facebook) position peaked at $3.02M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.