SC&H Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

SC&H Financial 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	$1.13M	Hold	2,008	–	–	0.15%	65
2026 Q1	$1.15M	Buy	2,008 +6	+0.3%	+$3.85K	0.17%	60
2025 Q4	$1.32M	Buy	2,002 +154	+8%	+$103K	0.2%	56
2025 Q3	$1.36M	Sell	1,848 -105	-5%	-$78.2K	0.22%	54
2025 Q2	$1.44M	Buy	1,953 +77	+4%	+$47.6K	0.25%	53
2025 Q1	$1.08M	Hold	1,876	–	–	0.21%	58
2024 Q4	$1.1M	Hold	1,876	–	–	0.23%	56
2024 Q3	$1.07M	Buy	1,876 +62	+3%	+$31.9K	0.23%	60
2024 Q2	$915K	Hold	1,814	–	–	0.22%	64
2024 Q1	$881K	Hold	1,814	–	–	0.23%	64
2023 Q4	$642K	Sell	1,814 -13	-0.7%	-$4.23K	0.19%	78
2023 Q3	$548K	Hold	1,827	–	–	0.18%	81
2023 Q2	$524K	Sell	1,827 -5	-0.3%	-$1.23K	0.17%	84
2023 Q1	$388K	Buy	1,832 +5	+0.3%	+$852	0.14%	100
2022 Q4	$220K	Sell	1,827 -103	-5%	-$12.1K	0.09%	121
2022 Q3	$262K	Hold	1,930	–	–	0.13%	111
2022 Q2	$311K	Sell	1,930 -9	-0.5%	-$1.74K	0.15%	111
2022 Q1	$431K	Sell	1,939 -41	-2%	-$10.2K	0.21%	97
2021 Q4	$666K	Buy	+1,980	New	+$657K	0.37%	61

Other funds holding META

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SC&H Financial Advisors's META Position: Q2 2026 in Review

SC&H Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 2,008 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #65.

SC&H Financial Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

SC&H Financial Advisors held 2,008 shares of Meta Platforms (Facebook) worth $1.13M as of Q2 2026.
SC&H Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.15% of SC&H Financial Advisors's portfolio in Q2 2026, its #65 holding.
SC&H Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Meta Platforms (Facebook) position peaked at $1.44M in Q2 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.