SWM
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Steelhead Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Steelhead Wealth Management’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 		$357K Buy
634
+149
+31% +$91.1K 0.14% 74
2026
Q1 		$277K Buy
+485
New +$311K 0.14% 72

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 $3.38T AUM 44.17% 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

Steelhead Wealth Management's META Position: Q2 2026 in Review

Steelhead Wealth Management increased its Meta Platforms (Facebook) (META) stake by 31% in Q2 2026, buying an estimated $91.1K and bringing the position to 634 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #74.

Steelhead Wealth Management first reported a position in META in Q1 2026 and has held it in 2 quarters since. 5,084 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Steelhead Wealth Management held 634 shares of Meta Platforms (Facebook) worth $357K as of Q2 2026.
  • Steelhead Wealth Management bought 149 Meta Platforms (Facebook) shares in Q2 2026, an estimated $91.1K.
  • Meta Platforms (Facebook) made up 0.14% of Steelhead Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Steelhead Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • 5,084 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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