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Schneider Downs Wealth Management Advisors’s Meta Platforms (Facebook) META Stock Holding History

Schneider Downs Wealth Management 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 		$991K Hold
1,760
– – 0.09% 78
2026
Q1 		$1.01M Buy
1,760
+465
+36% +$298K 0.11% 66
2025
Q4 		$855K Buy
1,295
+44
+4% +$29.4K 0.1% 75
2025
Q3 		$919K Buy
1,251
+115
+10% +$85.6K 0.11% 73
2025
Q2 		$838K Sell
1,136
-161
-12% -$99.5K 0.13% 72
2025
Q1 		$748K Buy
1,297
+13
+1% +$8.39K 0.14% 64
2024
Q4 		$752K Hold
1,284
– – 0.14% 64
2024
Q3 		$735K Buy
1,284
+850
+196% +$437K 0.15% 63
2024
Q2 		$219K Sell
434
-96
-18% -$46.7K 0.05% 121
2024
Q1 		$257K Buy
+530
New +$236K 0.06% 114
2022
Q4 		– Sell
-2,153
Closed -$292K – 139
2022
Q3 		$292K Sell
2,153
-4
-0.2% -$648 0.09% 93
2022
Q2 		$348K Sell
2,157
-552
-20% -$106K 0.1% 86
2022
Q1 		$602K Buy
2,709
+477
+21% +$119K 0.15% 68
2021
Q4 		$751K Sell
2,232
-75
-3% -$24.9K 0.18% 65
2021
Q3 		$783K Buy
2,307
+99
+4% +$35.7K 0.2% 59
2021
Q2 		$768K Buy
2,208
+116
+6% +$37.2K 0.2% 51
2021
Q1 		$616K Buy
+2,092
New +$563K 0.15% 57

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

Schneider Downs Wealth Management Advisors's META Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,760 shares worth $991K. The position accounts for 0.09% of the portfolio, ranked #78.

Schneider Downs Wealth Management Advisors first reported a position in META in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 1,760 shares of Meta Platforms (Facebook) worth $991K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.09% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #78 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 17 quarters since.
  • Schneider Downs Wealth Management Advisors's Meta Platforms (Facebook) position peaked at $1.01M in Q1 2026.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.