Sterling Group Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Sterling Group 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	$359K	Sell	638 -162	-20%	-$99.1K	0.15%	43
2026 Q1	$458K	Buy	800 +217	+37%	+$139K	0.22%	34
2025 Q4	$385K	Hold	583	–	–	0.19%	38
2025 Q3	$428K	Sell	583 -21	-3%	-$15.6K	0.21%	32
2025 Q2	$446K	Sell	604 -106	-15%	-$65.5K	0.25%	29
2025 Q1	$409K	Buy	710 +6	+0.9%	+$3.87K	0.22%	33
2024 Q4	$412K	Buy	704 +130	+23%	+$76.3K	0.21%	36
2024 Q3	$329K	Hold	574	–	–	0.17%	45
2024 Q2	$289K	Buy	+574	New	+$279K	0.17%	43

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

Sterling Group Wealth Management's META Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, selling an estimated $99.1K and leaving 638 shares worth $359K. The position accounts for 0.15% of the portfolio, ranked #43.

Sterling Group Wealth Management first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $458K in Q1 2026. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Sterling Group Wealth Management held 638 shares of Meta Platforms (Facebook) worth $359K as of Q2 2026.
Sterling Group Wealth Management sold 162 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.1K.
Meta Platforms (Facebook) made up 0.15% of Sterling Group Wealth Management's portfolio in Q2 2026, its #43 holding.
Sterling Group Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Sterling Group Wealth Management's Meta Platforms (Facebook) position peaked at $458K in Q1 2026.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.