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

Sonoma Private 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 		$270K Hold
480
– – 0.29% 66
2026
Q1 		$275K Sell
480
-53
-10% -$34K 0.34% 60
2025
Q4 		$352K Buy
533
+132
+33% +$88.1K 0.42% 53
2025
Q3 		$294K Hold
401
– – 0.35% 59
2025
Q2 		$296K Buy
+401
New +$248K 0.36% 62

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

Sonoma Private Wealth's META Position: Q2 2026 in Review

Sonoma Private Wealth held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 480 shares worth $270K. The position accounts for 0.29% of the portfolio, ranked #66.

Sonoma Private Wealth first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $352K in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sonoma Private Wealth held 480 shares of Meta Platforms (Facebook) worth $270K as of Q2 2026.
  • Sonoma Private Wealth left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.29% of Sonoma Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Sonoma Private Wealth first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Sonoma Private Wealth's Meta Platforms (Facebook) position peaked at $352K in Q4 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.