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

Serenus 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 		$768K Hold
1,363
– – 0.13% 37
2026
Q1 		$780K Sell
1,363
-10
-0.7% -$6.41K 0.16% 32
2025
Q4 		$906K Hold
1,373
– – 0.18% 29
2025
Q3 		$1.01M Hold
1,373
– – 0.17% 25
2025
Q2 		$1.01M Sell
1,373
-89
-6% -$55K 0.17% 25
2025
Q1 		$843K Buy
1,462
+107
+8% +$69K 0.14% 25
2024
Q4 		$793K Buy
+1,355
New +$795K 0.14% 26

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

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

Serenus Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,363 shares worth $768K. The position accounts for 0.13% of the portfolio, ranked #37.

Serenus Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Serenus Wealth Advisors held 1,363 shares of Meta Platforms (Facebook) worth $768K as of Q2 2026.
  • Serenus Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.13% of Serenus Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Serenus Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.01M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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