Sage Private Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Sage Private Wealth 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	$387K	Buy	688 +4	+0.6%	+$2.45K	0.17%	69
2026 Q1	$392K	Buy	684 +125	+22%	+$80.1K	0.2%	65
2025 Q4	$369K	Sell	559 -49	-8%	-$32.7K	0.2%	66
2025 Q3	$447K	Buy	608 +90	+17%	+$67K	0.25%	57
2025 Q2	$383K	Buy	518 +65	+14%	+$40.2K	0.25%	59
2025 Q1	$261K	Buy	453 +17	+4%	+$11K	0.2%	75
2024 Q4	$255K	Buy	436 +51	+13%	+$29.9K	0.19%	73
2024 Q3	$220K	Buy	+385	New	+$198K	0.17%	84
2022 Q4	–	Sell	-45	Closed	-$6K	–	131
2022 Q3	$6K	Hold	45	–	–	0.01%	166
2022 Q2	$7K	Hold	45	–	–	0.01%	151
2022 Q1	$10K	Buy	+45	New	+$11.2K	0.01%	145

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sage Private Wealth Group's META Position: Q2 2026 in Review

Sage Private Wealth Group increased its Meta Platforms (Facebook) (META) stake by 0.58% in Q2 2026, buying an estimated $2.45K and bringing the position to 688 shares worth $387K. The position accounts for 0.17% of the portfolio, ranked #69.

Sage Private Wealth Group first reported a position in META in Q1 2022 and has held it in 11 quarters since. The position peaked at $447K in Q3 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

Sage Private Wealth Group held 688 shares of Meta Platforms (Facebook) worth $387K as of Q2 2026.
Sage Private Wealth Group bought 4 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.45K.
Meta Platforms (Facebook) made up 0.17% of Sage Private Wealth Group's portfolio in Q2 2026, its #69 holding.
Sage Private Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 11 quarters since.
Sage Private Wealth Group's Meta Platforms (Facebook) position peaked at $447K in Q3 2025.
3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.