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Safeguard Investment Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Safeguard Investment Advisory 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 		$1.76M Buy
3,119
+475
+18% +$290K 0.41% 31
2026
Q1 		$1.51M Buy
2,644
+80
+3% +$51.3K 0.42% 26
2025
Q4 		$1.69M Buy
2,564
+365
+17% +$244K 0.43% 24
2025
Q3 		$1.61M Sell
2,199
-472
-18% -$351K 0.4% 27
2025
Q2 		$1.97M Sell
2,671
-347
-11% -$214K 0.49% 24
2025
Q1 		$1.74M Buy
3,018
+840
+39% +$542K 0.47% 24
2024
Q4 		$1.28M Buy
2,178
+62
+3% +$36.4K 0.35% 30
2024
Q3 		$1.21M Buy
2,116
+231
+12% +$119K 0.35% 30
2024
Q2 		$951K Buy
1,885
+174
+10% +$84.6K 0.3% 38
2024
Q1 		$831K Sell
1,711
-51
-3% -$22.8K 0.28% 40
2023
Q4 		$624K Sell
1,762
-427
-20% -$139K 0.23% 45
2023
Q3 		$657K Hold
2,189
– – 0.29% 41
2023
Q2 		$628K Buy
2,189
+131
+6% +$32.3K 0.27% 46
2023
Q1 		$436K Buy
2,058
+312
+18% +$53.1K 0.21% 56
2022
Q4 		$210K Buy
1,746
+8
+0.5% +$939 0.13% 89
2022
Q3 		$235K Buy
1,738
+222
+15% +$36K 0.16% 81
2022
Q2 		$337K Hold
1,516
– – 0.21% 68
2022
Q1 		$337K Buy
1,516
+414
+38% +$103K 0.23% 60
2021
Q4 		$370K Buy
1,102
+377
+52% +$125K 0.22% 66
2021
Q3 		$246K Buy
+725
New +$261K 0.16% 78
2021
Q1 		– Sell
-988
Closed -$269K – 455
2020
Q4 		$269K Buy
+988
New +$271K 0.24% 64

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

Safeguard Investment Advisory Group's META Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, buying an estimated $290K and bringing the position to 3,119 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #31.

Safeguard Investment Advisory Group first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.97M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,119 shares of Meta Platforms (Facebook) worth $1.76M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 475 Meta Platforms (Facebook) shares in Q2 2026, an estimated $290K.
  • Meta Platforms (Facebook) made up 0.41% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Safeguard Investment Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • Safeguard Investment Advisory Group's Meta Platforms (Facebook) position peaked at $1.97M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.