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

SOA 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 		$2.18M Buy
12,073
+8,096
+204% +$4.95M 0.37% 55
2026
Q1 		$2.28M Sell
3,977
-62
-2% -$39.7K 0.43% 49
2025
Q4 		$2.67M Buy
4,039
+96
+2% +$64.1K 0.45% 46
2025
Q3 		$2.9M Buy
3,943
+370
+10% +$275K 0.5% 42
2025
Q2 		$2.64M Buy
3,573
+59
+2% +$36.5K 0.5% 42
2025
Q1 		$2.03M Buy
3,514
+117
+3% +$75.5K 0.42% 47
2024
Q4 		$1.99M Buy
3,397
+178
+6% +$104K 0.37% 52
2024
Q3 		$1.84M Buy
3,219
+269
+9% +$138K 0.35% 54
2024
Q2 		$1.49M Buy
2,950
+399
+16% +$194K 0.3% 57
2024
Q1 		$1.24M Buy
2,551
+40
+2% +$17.8K 0.26% 62
2023
Q4 		$889K Sell
2,511
-102
-4% -$33.2K 0.2% 68
2023
Q3 		$784K Sell
2,613
-62
-2% -$18.7K 0.2% 68
2023
Q2 		$768K Sell
2,675
-49
-2% -$12.1K 0.18% 67
2023
Q1 		$577K Buy
2,724
+232
+9% +$39.5K 0.14% 81
2022
Q4 		$300K Sell
2,492
-922
-27% -$108K 0.08% 119
2022
Q3 		$463K Buy
3,414
+99
+3% +$16K 0.14% 83
2022
Q2 		$534K Sell
3,315
-550
-14% -$106K 0.16% 77
2022
Q1 		$859K Buy
3,865
+532
+16% +$133K 0.21% 71
2021
Q4 		$1.15M Sell
3,333
-385
-10% -$128K 0.28% 64
2021
Q3 		$1.26M Sell
3,718
-24
-0.6% -$8.64K 0.32% 62
2021
Q2 		$1.3M Buy
3,742
+903
+32% +$290K 0.33% 60
2021
Q1 		$836K Sell
2,839
-1
-0% -$269 0.23% 71
2020
Q4 		$772K Buy
+2,840
New +$779K 0.21% 70

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

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

SOA Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 204% in Q2 2026, buying an estimated $4.95M and bringing the position to 12,073 shares worth $2.18M. The position accounts for 0.37% of the portfolio, ranked #55.

SOA Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.9M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SOA Wealth Advisors held 12,073 shares of Meta Platforms (Facebook) worth $2.18M as of Q2 2026.
  • SOA Wealth Advisors bought 8,096 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.95M.
  • Meta Platforms (Facebook) made up 0.37% of SOA Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • SOA Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.9M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.