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

SkyOak Wealth’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 		$6.6M Sell
11,721
-127
-1% -$77.7K 1.08% 29
2026
Q1 		$6.78M Sell
11,848
-223
-2% -$143K 1.24% 24
2025
Q4 		$7.97M Buy
12,071
+47
+0.4% +$31.4K 1.43% 16
2025
Q3 		$8.83M Sell
12,024
-800
-6% -$595K 1.67% 13
2025
Q2 		$9.47M Sell
12,824
-413
-3% -$255K 1.9% 12
2025
Q1 		$7.63M Sell
13,237
-1,243
-9% -$802K 1.67% 13
2024
Q4 		$8.48M Sell
14,480
-385
-3% -$226K 1.81% 12
2024
Q3 		$8.51M Sell
14,865
-1,232
-8% -$634K 1.88% 11
2024
Q2 		$8.12M Sell
16,097
-491
-3% -$239K 1.89% 12
2024
Q1 		$8.05M Sell
16,588
-528
-3% -$236K 1.93% 10
2023
Q4 		$6.06M Sell
17,116
-733
-4% -$239K 1.58% 16
2023
Q3 		$5.36M Sell
17,849
-786
-4% -$237K 1.57% 16
2023
Q2 		$5.35M Buy
18,635
+152
+0.8% +$37.5K 1.51% 16
2023
Q1 		$3.92M Sell
18,483
-100
-0.5% -$17K 1.2% 23
2022
Q4 		$2.24M Sell
18,583
-1,566
-8% -$184K 0.75% 35
2022
Q3 		$2.73M Buy
20,149
+931
+5% +$151K 0.98% 31
2022
Q2 		$3.1M Buy
19,218
+797
+4% +$154K 1.06% 28
2022
Q1 		$4.1M Buy
18,421
+162
+0.9% +$40.5K 1.14% 25
2021
Q4 		$6.14M Sell
18,259
-21
-0.1% -$6.97K 1.56% 16
2021
Q3 		$6.2M Sell
18,280
-281
-2% -$101K 1.67% 13
2021
Q2 		$6.45M Sell
18,561
-128
-0.7% -$41.1K 1.73% 13
2021
Q1 		$5.74M Sell
18,689
-760
-4% -$205K 1.6% 15
2020
Q4 		$5.31M Buy
19,449
+195
+1% +$53.5K 1.65% 11
2020
Q3 		$5.04M Sell
19,254
-3,567
-16% -$920K 1.81% 10
2020
Q2 		$5.18M Buy
22,821
+8,798
+63% +$1.84M 1.91% 9
2020
Q1 		$2.34M Sell
14,023
-4,488
-24% -$879K 1.2% 19
2019
Q4 		$3.8M Buy
+18,511
New +$3.59M 1.18% 17

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

SkyOak Wealth's META Position: Q2 2026 in Review

SkyOak Wealth reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, selling an estimated $77.7K and leaving 11,721 shares worth $6.6M. The position accounts for 1.08% of the portfolio, ranked #29.

SkyOak Wealth first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.47M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SkyOak Wealth held 11,721 shares of Meta Platforms (Facebook) worth $6.6M as of Q2 2026.
  • SkyOak Wealth sold 127 Meta Platforms (Facebook) shares in Q2 2026, an estimated $77.7K.
  • Meta Platforms (Facebook) made up 1.08% of SkyOak Wealth's portfolio in Q2 2026, its #29 holding.
  • SkyOak Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's Meta Platforms (Facebook) position peaked at $9.47M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.