SS&H Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

SS&H Financial 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	$1.06M	Buy	+1,891	New	+$1.16M	0.27%	64
2025 Q4	$1.19M	Buy	1,796 +160	+10%	+$107K	0.35%	63
2025 Q3	$1.2M	Hold	1,636	–	–	0.37%	62
2025 Q2	$1.21M	Hold	1,636	–	–	0.4%	54
2025 Q1	$943K	Hold	1,636	–	–	0.35%	63
2024 Q4	$958K	Hold	1,636	–	–	0.35%	65
2024 Q3	$937K	Buy	+1,636	New	+$842K	0.34%	67

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

SS&H Financial Advisors's META Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 1,891 shares worth $1.06M. The stake represents 0.27% of the portfolio and ranks #64 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in META as recently as Q4 2025.

SS&H Financial Advisors first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

SS&H Financial Advisors held 1,891 shares of Meta Platforms (Facebook) worth $1.06M as of Q2 2026.
Meta Platforms (Facebook) was a new SS&H Financial Advisors position in Q2 2026.
Meta Platforms (Facebook) made up 0.27% of SS&H Financial Advisors's portfolio in Q2 2026, its #64 holding.
SS&H Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
SS&H Financial Advisors's Meta Platforms (Facebook) position peaked at $1.21M in Q2 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.