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Sound View Wealth Advisors Group’s Meta Platforms (Facebook) META Stock Holding History

Sound View Wealth Advisors Group’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 		$7.06M Sell
12,536
-83
-0.7% -$50.8K 0.44% 59
2026
Q1 		$7.22M Buy
12,619
+52
+0.4% +$33.3K 0.49% 54
2025
Q4 		$8.3M Sell
12,567
-179
-1% -$120K 0.56% 44
2025
Q3 		$9.36M Buy
12,746
+47
+0.4% +$35K 0.64% 40
2025
Q2 		$9.37M Buy
12,699
+1,895
+18% +$1.17M 0.69% 38
2025
Q1 		$6.23M Buy
10,804
+490
+5% +$316K 0.51% 53
2024
Q4 		$6.04M Buy
10,314
+79
+0.8% +$46.4K 0.49% 51
2024
Q3 		$5.86M Buy
10,235
+2,255
+28% +$1.16M 0.48% 53
2024
Q2 		$4.02M Buy
7,980
+334
+4% +$162K 0.41% 59
2024
Q1 		$3.71M Sell
7,646
-958
-11% -$427K 0.4% 59
2023
Q4 		$3.05M Buy
8,604
+556
+7% +$181K 0.34% 74
2023
Q3 		$2.42M Buy
8,048
+3,143
+64% +$947K 0.3% 84
2023
Q2 		$1.41M Buy
4,905
+9
+0.2% +$2.22K 0.18% 114
2023
Q1 		$1.04M Sell
4,896
-3,708
-43% -$631K 0.14% 138
2022
Q4 		$3.05M Buy
8,604
+3,871
+82% +$455K 0.34% 74
2022
Q3 		$642K Sell
4,733
-327
-6% -$53K 0.14% 138
2022
Q2 		$816K Sell
5,060
-153
-3% -$29.5K 0.17% 120
2022
Q1 		$1.16M Sell
5,213
-282
-5% -$70.5K 0.22% 108
2021
Q4 		$1.85M Buy
5,495
+43
+0.8% +$14.3K 0.35% 70
2021
Q3 		$1.85M Buy
5,452
+187
+4% +$67.4K 0.39% 64
2021
Q2 		$1.83M Buy
5,265
+22
+0.4% +$7.06K 0.38% 67
2021
Q1 		$1.54M Sell
5,243
-2
-0% -$539 0.36% 78
2020
Q4 		$1.43M Buy
5,245
+15
+0.3% +$4.11K 0.35% 83
2020
Q3 		$1.37M Sell
5,230
-300
-5% -$77.4K 0.36% 77
2020
Q2 		$1.26M Sell
5,530
-97
-2% -$20.3K 0.35% 81
2020
Q1 		$939K Buy
5,627
+51
+0.9% +$9.98K 0.32% 82
2019
Q4 		$1.14M Buy
5,576
+104
+2% +$20.1K 0.32% 86
2019
Q3 		$974K Sell
5,472
-75
-1% -$14.3K 0.29% 92
2019
Q2 		$1.07M Buy
+5,547
New +$1.01M 0.32% 89

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

Sound View Wealth Advisors Group's META Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Meta Platforms (Facebook) (META) stake by 0.66% in Q2 2026, selling an estimated $50.8K and leaving 12,536 shares worth $7.06M. The position accounts for 0.44% of the portfolio, ranked #59.

Sound View Wealth Advisors Group first reported a position in META in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.37M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sound View Wealth Advisors Group held 12,536 shares of Meta Platforms (Facebook) worth $7.06M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 83 Meta Platforms (Facebook) shares in Q2 2026, an estimated $50.8K.
  • Meta Platforms (Facebook) made up 0.44% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #59 holding.
  • Sound View Wealth Advisors Group first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Meta Platforms (Facebook) position peaked at $9.37M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.