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San Luis Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

San Luis Wealth 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 		$6.49M Buy
11,515
+1,262
+12% +$772K 0.98% 33
2026
Q1 		$5.87M Buy
10,253
+29
+0.3% +$18.6K 0.97% 34
2025
Q4 		$6.75M Buy
10,224
+1,461
+17% +$976K 1.13% 27
2025
Q3 		$6.44M Sell
8,763
-1,278
-13% -$951K 1.16% 25
2025
Q2 		$7.41M Buy
10,041
+693
+7% +$428K 1.59% 18
2025
Q1 		$5.39M Buy
9,348
+7,805
+506% +$5.04M 1.22% 22
2024
Q4 		$903K Buy
1,543
+28
+2% +$16.4K 0.17% 60
2024
Q3 		$867K Buy
1,515
+35
+2% +$18K 0.18% 55
2024
Q2 		$746K Buy
1,480
+56
+4% +$27.2K 0.18% 56
2024
Q1 		$692K Buy
1,424
+106
+8% +$47.3K 0.36% 26
2023
Q4 		$467K Sell
1,318
-914
-41% -$298K 0.2% 30
2023
Q3 		$670K Sell
2,232
-31
-1% -$9.34K 0.32% 29
2023
Q2 		$649K Buy
+2,263
New +$558K 0.23% 104
2023
Q1 		– Sell
-4,288
Closed -$516K – 171
2022
Q4 		$516K Sell
4,288
-2,075
-33% -$244K 0.48% 48
2022
Q3 		$863K Buy
6,363
+2,055
+48% +$333K 0.9% 29
2022
Q2 		$695K Buy
4,308
+3,981
+1,217% +$768K 0.8% 32
2022
Q1 		$110K Buy
+327
New +$81.7K 0.05% 192
2021
Q4 		– Sell
-8,274
Closed -$2.81M – 130
2021
Q3 		$2.81M Buy
+8,274
New +$2.98M 1.56% 13
2020
Q4 		$722K Buy
+2,644
New +$725K 0.47% 55

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

San Luis Wealth Advisors's META Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $772K and bringing the position to 11,515 shares worth $6.49M. The position accounts for 0.98% of the portfolio, ranked #33.

San Luis Wealth Advisors first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $7.41M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • San Luis Wealth Advisors held 11,515 shares of Meta Platforms (Facebook) worth $6.49M as of Q2 2026.
  • San Luis Wealth Advisors bought 1,262 Meta Platforms (Facebook) shares in Q2 2026, an estimated $772K.
  • Meta Platforms (Facebook) made up 0.98% of San Luis Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • San Luis Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
  • San Luis Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.41M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.