SilverOak Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

SilverOak Wealth Management’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	$4M	Buy	7,101 +949	+15%	+$580K	0.52%	25
2026 Q1	$3.52M	Sell	6,152 -861	-12%	-$552K	0.56%	24
2025 Q4	$4.63M	Buy	7,013 +740	+12%	+$494K	0.73%	22
2025 Q3	$4.61M	Buy	6,273 +499	+9%	+$371K	0.78%	19
2025 Q2	$4.26M	Buy	5,774 +599	+12%	+$370K	0.8%	18
2025 Q1	$2.98M	Buy	5,175 +510	+11%	+$329K	0.64%	21
2024 Q4	$2.73M	Buy	4,665 +11	+0.2%	+$6.46K	0.59%	25
2024 Q3	$2.66M	Sell	4,654 -432	-8%	-$222K	0.6%	24
2024 Q2	$2.56M	Buy	5,086 +86	+2%	+$41.8K	0.62%	23
2024 Q1	$2.43M	Buy	5,000 +233	+5%	+$104K	0.6%	24
2023 Q4	$1.69M	Buy	+4,767	New	+$1.55M	0.46%	29

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

SilverOak Wealth Management's META Position: Q2 2026 in Review

SilverOak Wealth Management increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $580K and bringing the position to 7,101 shares worth $4M. The position accounts for 0.52% of the portfolio, ranked #25.

SilverOak Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.63M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

SilverOak Wealth Management held 7,101 shares of Meta Platforms (Facebook) worth $4M as of Q2 2026.
SilverOak Wealth Management bought 949 Meta Platforms (Facebook) shares in Q2 2026, an estimated $580K.
Meta Platforms (Facebook) made up 0.52% of SilverOak Wealth Management's portfolio in Q2 2026, its #25 holding.
SilverOak Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Meta Platforms (Facebook) position peaked at $4.63M in Q4 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.