RFWA
META icon

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

RPg Family 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
Q1 		$542K Sell
948
-10,815
-92% -$6.93M 0.11% 97
2025
Q4 		$7.77M Sell
11,763
-2,768
-19% -$1.85M 1.71% 23
2025
Q3 		$10.7M Sell
14,531
-166
-1% -$124K 2.34% 6
2025
Q2 		$10.8M Sell
14,697
-7
-0% -$4.33K 2.89% 4
2025
Q1 		$8.48M Sell
14,704
-2,690
-15% -$1.74M 2.41% 11
2024
Q4 		$10.2M Buy
17,394
+485
+3% +$285K 3.6% 5
2024
Q3 		$9.68M Buy
16,909
+390
+2% +$201K 3.13% 5
2024
Q2 		$8.33M Buy
16,519
+199
+1% +$96.7K 2.74% 6
2024
Q1 		$7.92M Buy
16,320
+205
+1% +$91.4K 2.51% 7
2023
Q4 		$5.7M Buy
16,115
+369
+2% +$120K 2.1% 16
2023
Q3 		$4.73M Buy
+15,746
New +$4.74M 1.94% 19
2020
Q4 		$38.5K Hold
141
– – 0.02% 178
2020
Q3 		$36.9K Hold
141
– – 0.02% 176
2020
Q2 		$32K Hold
141
– – 0.02% 186
2020
Q1 		$23.5K Hold
141
– – 0.02% 180
2019
Q4 		$28.9K Hold
141
– – 0.02% 185
2019
Q3 		$25.1K Hold
141
– – 0.02% 208
2019
Q2 		$27.2K Sell
141
-303
-68% -$55.4K 0.02% 196
2019
Q1 		$74K Sell
444
-10
-2% -$1.59K 0.04% 139
2018
Q4 		$59.5K Buy
454
+303
+201% +$43.9K 0.06% 99
2018
Q3 		$24.8K Hold
151
– – 0.02% 155
2018
Q2 		$29.3K Sell
151
-309
-67% -$55.8K 0.02% 143
2018
Q1 		$73.5K Buy
460
+49
+12% +$8.8K 0.06% 84
2017
Q4 		$72.5K Sell
411
-58
-12% -$10.3K 0.06% 89
2017
Q3 		$80.1K Sell
469
-310
-40% -$51.7K 0.07% 91
2017
Q2 		$118K Buy
779
+250
+47% +$37.2K 0.1% 67
2017
Q1 		$75.1K Sell
529
-1,362
-72% -$182K 0.06% 101
2016
Q4 		$218K Sell
1,891
-45,607
-96% -$5.6M 0.19% 56
2016
Q3 		$6.09M Sell
47,498
-47,356
-50% -$5.88M 4.31% 3
2016
Q2 		$10.8M Buy
94,854
+45,623
+93% +$5.26M 4.74% 3
2016
Q1 		$5.62M Buy
49,231
+1,281
+3% +$135K 4.35% 2
2015
Q4 		$5.02M Buy
+47,950
New +$4.93M 4.61% 4

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RPg Family Wealth Advisory's META Position: Q1 2026 in Review

RPg Family Wealth Advisory reduced its Meta Platforms (Facebook) (META) stake by 92% in Q1 2026, selling an estimated $6.93M and leaving 948 shares worth $542K. The position accounts for 0.11% of the portfolio, ranked #97.

RPg Family Wealth Advisory first reported a position in META in Q4 2015 and has held it in 32 quarters since. The position peaked at $10.8M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • RPg Family Wealth Advisory held 948 shares of Meta Platforms (Facebook) worth $542K as of Q1 2026.
  • RPg Family Wealth Advisory sold 10,815 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.93M.
  • Meta Platforms (Facebook) made up 0.11% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #97 holding.
  • RPg Family Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 32 quarters since.
  • RPg Family Wealth Advisory's Meta Platforms (Facebook) position peaked at $10.8M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.