SWA
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Sax Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sax 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 		$4.74M Buy
8,285
+892
+12% +$545K 0.19% 87
2026
Q1 		$4.88M Sell
7,393
-626
-8% -$401K 0.24% 72
2025
Q4 		$5.29M Buy
8,019
+2,290
+40% +$1.53M 0.25% 71
2025
Q3 		$4.21M Buy
5,729
+497
+9% +$370K 0.23% 68
2025
Q2 		$3.86M Buy
5,232
+226
+5% +$140K 0.23% 64
2025
Q1 		$2.89M Buy
5,006
+294
+6% +$190K 0.21% 71
2024
Q4 		$2.76M Buy
4,712
+519
+12% +$305K 0.22% 60
2024
Q3 		$2.4M Buy
4,193
+663
+19% +$341K 0.21% 55
2024
Q2 		$1.78M Buy
3,530
+456
+15% +$222K 0.17% 63
2024
Q1 		$1.49M Sell
3,074
-96
-3% -$42.8K 0.17% 56
2023
Q4 		$1.12M Buy
3,170
+447
+16% +$146K 0.18% 67
2023
Q3 		$817K Buy
2,723
+16
+0.6% +$4.82K 0.16% 79
2023
Q2 		$777K Sell
2,707
-207
-7% -$51.1K 0.15% 78
2023
Q1 		$618K Hold
2,914
– – 0.13% 89
2022
Q4 		$351K Buy
2,914
+12
+0.4% +$1.41K 0.08% 125
2022
Q3 		$394K Sell
2,902
-33
-1% -$5.35K 0.1% 115
2022
Q2 		$473K Sell
2,935
-127
-4% -$24.5K 0.12% 109
2022
Q1 		$681K Sell
3,062
-202
-6% -$50.5K 0.16% 79
2021
Q4 		$1.1M Buy
3,264
+1,489
+84% +$494K 0.23% 66
2021
Q3 		$602K Hold
1,775
– – 0.14% 95
2021
Q2 		$617K Buy
1,775
+50
+3% +$16K 0.21% 87
2021
Q1 		$508K Buy
1,725
+160
+10% +$43.1K 0.19% 90
2020
Q4 		$427K Buy
+1,565
New +$429K 0.2% 81

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

Sax Wealth Advisors's META Position: Q2 2026 in Review

Sax Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $545K and bringing the position to 8,285 shares worth $4.74M. The position accounts for 0.19% of the portfolio, ranked #87.

Sax Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sax Wealth Advisors held 8,285 shares of Meta Platforms (Facebook) worth $4.74M as of Q2 2026.
  • Sax Wealth Advisors bought 892 Meta Platforms (Facebook) shares in Q2 2026, an estimated $545K.
  • Meta Platforms (Facebook) made up 0.19% of Sax Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Sax Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.29M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.