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Rise Advisors’s Meta Platforms (Facebook) META Stock Holding History

Rise 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
Q2 		$858K Sell
1,524
-23
-1% -$14.1K 0.24% 36
2026
Q1 		$896K Buy
1,547
+5
+0.3% +$3.2K 0.32% 29
2025
Q4 		$1.02M Sell
1,542
-121
-7% -$80.8K 0.36% 26
2025
Q3 		$1.22M Buy
1,663
+89
+6% +$66.2K 0.44% 22
2025
Q2 		$1.16M Buy
1,574
+35
+2% +$21.6K 0.46% 21
2025
Q1 		$887K Buy
1,539
+175
+13% +$113K 0.39% 22
2024
Q4 		$799K Sell
1,364
-8
-0.6% -$4.7K 0.38% 24
2024
Q3 		$785K Buy
1,372
+35
+3% +$18K 0.38% 23
2024
Q2 		$674K Sell
1,337
-4
-0.3% -$1.94K 0.36% 24
2024
Q1 		$651K Buy
1,341
+1,105
+468% +$493K 0.35% 25
2023
Q4 		$83.5K Hold
236
– – 0.06% 115
2023
Q3 		$70.8K Buy
236
+107
+83% +$32.2K 0.06% 113
2023
Q2 		$37K Sell
129
-8
-6% -$1.97K 0.03% 178
2023
Q1 		$29K Buy
137
+51
+59% +$8.69K 0.02% 211
2022
Q4 		$10.3K Buy
86
+9
+12% +$1.06K 0.01% 350
2022
Q3 		$10K Buy
77
+3
+4% +$486 0.01% 340
2022
Q2 		$12K Sell
74
-8
-10% -$1.54K 0.01% 313
2022
Q1 		$18K Hold
82
– – 0.02% 255
2021
Q4 		$27.6K Buy
+82
New +$27.2K 0.03% 206

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

Rise Advisors's META Position: Q2 2026 in Review

Rise Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q2 2026, selling an estimated $14.1K and leaving 1,524 shares worth $858K. The position accounts for 0.24% of the portfolio, ranked #36.

Rise Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Rise Advisors held 1,524 shares of Meta Platforms (Facebook) worth $858K as of Q2 2026.
  • Rise Advisors sold 23 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.24% of Rise Advisors's portfolio in Q2 2026, its #36 holding.
  • Rise Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Meta Platforms (Facebook) position peaked at $1.22M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.