Sterling Investment Advisors (Pennsylvania)’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.14M | Sell |
9,125
-443
| -5% | -$271K | 0.86% | 34 |
|
|
2026
Q1 | $5.47M | Buy |
9,568
+130
| +1% | +$83.3K | 0.99% | 31 |
|
|
2025
Q4 | $6.23M | Buy |
9,438
+370
| +4% | +$247K | 1.15% | 23 |
|
|
2025
Q3 | $6.66M | Buy |
9,068
+219
| +2% | +$163K | 1.3% | 23 |
|
|
2025
Q2 | $6.53M | Buy |
8,849
+1,168
| +15% | +$722K | 1.43% | 22 |
|
|
2025
Q1 | $4.43M | Buy |
7,681
+1,541
| +25% | +$994K | 1.06% | 28 |
|
|
2024
Q4 | $3.6M | Buy |
6,140
+263
| +4% | +$154K | 0.87% | 35 |
|
|
2024
Q3 | $3.36M | Buy |
5,877
+134
| +2% | +$68.9K | 0.85% | 38 |
|
|
2024
Q2 | $2.9M | Buy |
5,743
+3,792
| +194% | +$1.84M | 0.78% | 45 |
|
|
2024
Q1 | $947K | Buy |
1,951
+2
| +0.1% | +$892 | 0.27% | 81 |
|
|
2023
Q4 | $690K | Buy |
1,949
+38
| +2% | +$12.4K | 0.21% | 86 |
|
|
2023
Q3 | $574K | Buy |
1,911
+9
| +0.5% | +$2.71K | 0.2% | 91 |
|
|
2023
Q2 | $546K | Buy |
1,902
+113
| +6% | +$27.9K | 0.18% | 93 |
|
|
2023
Q1 | $379K | Buy |
+1,789
| New | +$305K | 0.13% | 105 |
|
|
2022
Q4 | – | Sell |
-7,115
| Closed | -$965K | – | 144 |
|
|
2022
Q3 | $965K | Sell |
7,115
-1,258
| -15% | -$204K | 0.36% | 71 |
|
|
2022
Q2 | $1.35M | Buy |
8,373
+855
| +11% | +$165K | 0.46% | 63 |
|
|
2022
Q1 | $1.67M | Buy |
7,518
+5,619
| +296% | +$1.4M | 0.47% | 64 |
|
|
2021
Q4 | $639K | Buy |
1,899
+265
| +16% | +$88K | 0.18% | 105 |
|
|
2021
Q3 | $555K | Buy |
1,634
+182
| +13% | +$65.5K | 0.17% | 106 |
|
|
2021
Q2 | $505K | Buy |
1,452
+62
| +4% | +$19.9K | 0.15% | 111 |
|
|
2021
Q1 | $409K | Sell |
1,390
-18
| -1% | -$4.85K | 0.13% | 112 |
|
|
2020
Q4 | $385K | Sell |
1,408
-283
| -17% | -$77.6K | 0.13% | 103 |
|
|
2020
Q3 | $443K | Hold |
1,691
| – | – | 0.17% | 100 |
|
|
2020
Q2 | $383K | Hold |
1,691
| – | – | 0.16% | 99 |
|
|
2020
Q1 | $282K | Hold |
1,691
| – | – | 0.15% | 95 |
|
|
2019
Q4 | $347K | Buy |
1,691
+100
| +6% | +$19.4K | 0.16% | 90 |
|
|
2019
Q3 | $283K | Buy |
1,591
+109
| +7% | +$20.7K | 0.14% | 90 |
|
|
2019
Q2 | $286K | Hold |
1,482
| – | – | 0.15% | 94 |
|
|
2019
Q1 | $247K | Buy |
1,482
+200
| +16% | +$31.8K | 0.13% | 106 |
|
|
2018
Q4 | $168K | Sell |
1,282
-3,864
| -75% | -$560K | 0.1% | 118 |
|
|
2018
Q3 | $846K | Buy |
5,146
+1,025
| +25% | +$186K | 0.44% | 60 |
|
|
2018
Q2 | $800K | Buy |
4,121
+360
| +10% | +$65.1K | 0.47% | 59 |
|
|
2018
Q1 | $601K | Sell |
3,761
-995
| -21% | -$179K | 0.37% | 71 |
|
|
2017
Q4 | $839K | Buy |
4,756
+702
| +17% | +$124K | 0.52% | 60 |
|
|
2017
Q3 | $693K | Hold |
4,054
| – | – | 0.46% | 64 |
|
|
2017
Q2 | $612K | Sell |
4,054
-396
| -9% | -$58.9K | 0.41% | 70 |
|
|
2017
Q1 | $632K | Sell |
4,450
-700
| -14% | -$93.5K | 0.45% | 62 |
|
|
2016
Q4 | $593K | Buy |
+5,150
| New | +$632K | 0.47% | 56 |
|
Other funds holding META
Sterling Investment Advisors (Pennsylvania)'s META Position: Q2 2026 in Review
Sterling Investment Advisors (Pennsylvania) reduced its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, selling an estimated $271K and leaving 9,125 shares worth $5.14M. The position accounts for 0.86% of the portfolio, ranked #34.
Sterling Investment Advisors (Pennsylvania) first reported a position in META in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.66M in Q3 2025. 5,092 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) held 9,125 shares of Meta Platforms (Facebook) worth $5.14M as of Q2 2026.
- Sterling Investment Advisors (Pennsylvania) sold 443 Meta Platforms (Facebook) shares in Q2 2026, an estimated $271K.
- Meta Platforms (Facebook) made up 0.86% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #34 holding.
- Sterling Investment Advisors (Pennsylvania) first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 38 quarters since.
- Sterling Investment Advisors (Pennsylvania)'s Meta Platforms (Facebook) position peaked at $6.66M in Q3 2025.
- 5,092 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.