SAG
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SageView Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

SageView 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 		$8.65M Sell
15,359
-2,259
-13% -$1.38M 0.28% 45
2026
Q1 		$10.1M Sell
17,618
-3,811
-18% -$2.44M 0.37% 32
2025
Q4 		$14.1M Sell
21,429
-2,449
-10% -$1.64M 0.48% 25
2025
Q3 		$17.5M Buy
23,878
+3,316
+16% +$2.47M 0.61% 20
2025
Q2 		$14.8M Buy
20,562
+1,025
+5% +$633K 0.56% 23
2025
Q1 		$11.3M Buy
19,537
+359
+2% +$232K 0.48% 26
2024
Q4 		$11.2M Buy
19,178
+2,310
+14% +$1.36M 0.48% 27
2024
Q3 		$9.66M Sell
16,868
-2,615
-13% -$1.35M 0.49% 30
2024
Q2 		$9.82M Sell
19,483
-7,977
-29% -$3.88M 0.46% 31
2024
Q1 		$3.71M Buy
27,460
+7,674
+39% +$3.42M 0.19% 68
2023
Q4 		$7.92M Buy
19,786
+5,668
+40% +$1.85M 0.34% 42
2023
Q3 		$4.24M Buy
14,118
+333
+2% +$100K 0.24% 61
2023
Q2 		$3.96M Buy
13,785
+1,402
+11% +$346K 0.22% 65
2023
Q1 		$2.62M Sell
12,383
-117
-0.9% -$19.9K 0.17% 93
2022
Q4 		$1.5M Buy
+12,500
New +$1.47M 0.12% 119

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

SageView Advisory Group's META Position: Q2 2026 in Review

SageView Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, selling an estimated $1.38M and leaving 15,359 shares worth $8.65M. The position accounts for 0.28% of the portfolio, ranked #45.

SageView Advisory Group first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.5M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SageView Advisory Group held 15,359 shares of Meta Platforms (Facebook) worth $8.65M as of Q2 2026.
  • SageView Advisory Group sold 2,259 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.38M.
  • Meta Platforms (Facebook) made up 0.28% of SageView Advisory Group's portfolio in Q2 2026, its #45 holding.
  • SageView Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Meta Platforms (Facebook) position peaked at $17.5M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.