SMA
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Sage Mountain Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sage Mountain 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 		$3.4M Buy
6,033
+742
+14% +$454K 0.21% 53
2026
Q1 		$3.03M Sell
5,291
-14,522
-73% -$9.31M 0.21% 52
2025
Q4 		$13.1M Sell
19,813
-2,065
-9% -$1.38M 0.69% 24
2025
Q3 		$16.1M Buy
21,878
+2,816
+15% +$2.1M 0.92% 19
2025
Q2 		$14.1M Buy
19,062
+1,789
+10% +$1.11M 0.92% 20
2025
Q1 		$9.96M Buy
17,273
+182
+1% +$117K 0.73% 23
2024
Q4 		$10M Buy
17,091
+4,786
+39% +$2.81M 0.73% 25
2024
Q3 		$7.04M Buy
12,305
+1,898
+18% +$977K 0.6% 23
2024
Q2 		$5.25M Buy
10,407
+1,900
+22% +$924K 0.49% 28
2024
Q1 		$4.13M Sell
8,507
-36
-0.4% -$16.1K 0.43% 34
2023
Q4 		$3.02M Buy
8,543
+272
+3% +$88.6K 0.35% 43
2023
Q3 		$2.48M Buy
8,271
+601
+8% +$181K 0.34% 40
2023
Q2 		$2.2M Buy
7,670
+739
+11% +$182K 0.31% 46
2023
Q1 		$1.47M Buy
6,931
+3,598
+108% +$613K 0.24% 51
2022
Q4 		$401K Sell
3,333
-87
-3% -$10.2K 0.09% 84
2022
Q3 		$464K Sell
3,420
-876
-20% -$142K 0.12% 75
2022
Q2 		$693K Sell
4,296
-861
-17% -$166K 0.12% 152
2022
Q1 		$1.15M Buy
5,157
+397
+8% +$99.2K 0.18% 90
2021
Q4 		$1.6M Buy
4,760
+714
+18% +$237K 0.19% 78
2021
Q3 		$1.37M Buy
4,046
+113
+3% +$40.7K 0.2% 90
2021
Q2 		$1.37M Buy
3,933
+652
+20% +$209K 0.23% 74
2021
Q1 		$966K Buy
3,281
+1,030
+46% +$277K 0.21% 81
2020
Q4 		$615K Buy
+2,251
New +$617K 0.2% 76

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

Sage Mountain Advisors's META Position: Q2 2026 in Review

Sage Mountain Advisors increased its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, buying an estimated $454K and bringing the position to 6,033 shares worth $3.4M. The position accounts for 0.21% of the portfolio, ranked #53.

Sage Mountain Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.1M in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sage Mountain Advisors held 6,033 shares of Meta Platforms (Facebook) worth $3.4M as of Q2 2026.
  • Sage Mountain Advisors bought 742 Meta Platforms (Facebook) shares in Q2 2026, an estimated $454K.
  • Meta Platforms (Facebook) made up 0.21% of Sage Mountain Advisors's portfolio in Q2 2026, its #53 holding.
  • Sage Mountain Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Meta Platforms (Facebook) position peaked at $16.1M in Q3 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.