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Sagace Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Sagace Wealth Management’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 		$384K Sell
681
-54
-7% -$33K 0.24% 53
2026
Q1 		$421K Sell
735
-120
-14% -$76.9K 0.28% 50
2025
Q4 		$564K Buy
855
+8
+0.9% +$5.34K 0.38% 42
2025
Q3 		$622K Sell
847
-50
-6% -$37.2K 0.42% 41
2025
Q2 		$662K Buy
897
+81
+10% +$50.1K 0.49% 41
2025
Q1 		$470K Buy
816
+416
+104% +$268K 0.36% 45
2024
Q4 		$234K Buy
+400
New +$235K 0.18% 57

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

Sagace Wealth Management's META Position: Q2 2026 in Review

Sagace Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, selling an estimated $33K and leaving 681 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #53.

Sagace Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sagace Wealth Management held 681 shares of Meta Platforms (Facebook) worth $384K as of Q2 2026.
  • Sagace Wealth Management sold 54 Meta Platforms (Facebook) shares in Q2 2026, an estimated $33K.
  • Meta Platforms (Facebook) made up 0.24% of Sagace Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Sagace Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Sagace Wealth Management's Meta Platforms (Facebook) position peaked at $662K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.