SSWM
META icon

Strait & Sound Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Strait & Sound 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 		$3.42M Sell
6,075
-422
-6% -$258K 1.2% 18
2026
Q1 		$3.72M Buy
6,497
+420
+7% +$269K 1.38% 14
2025
Q4 		$4.01M Buy
6,077
+248
+4% +$166K 1.49% 14
2025
Q3 		$4.28M Buy
5,829
+291
+5% +$217K 1.64% 13
2025
Q2 		$4.09M Sell
5,538
-257
-4% -$159K 1.74% 13
2025
Q1 		$3.34M Buy
5,795
+1,289
+29% +$832K 1.55% 15
2024
Q4 		$2.64M Sell
4,506
-59
-1% -$34.6K 1.22% 17
2024
Q3 		$2.61M Buy
4,565
+278
+6% +$143K 1.27% 16
2024
Q2 		$2.16M Buy
4,287
+243
+6% +$118K 1.1% 17
2024
Q1 		$2.12M Buy
4,044
+4
+0.1% +$1.78K 1.18% 17
2023
Q4 		$1.49M Sell
4,040
-1
-0% -$326 0.93% 20
2023
Q3 		$1.21M Buy
4,041
+18
+0.4% +$5.42K 1.04% 22
2023
Q2 		$1.15M Sell
4,023
-668
-14% -$165K 1.14% 19
2023
Q1 		$994K Buy
4,691
+300
+7% +$51.1K 0.99% 22
2022
Q4 		$594K Buy
+4,391
New +$516K 0.65% 40

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

Strait & Sound Wealth Management's META Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, selling an estimated $258K and leaving 6,075 shares worth $3.42M. The position accounts for 1.2% of the portfolio, ranked #18.

Strait & Sound Wealth Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.28M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strait & Sound Wealth Management held 6,075 shares of Meta Platforms (Facebook) worth $3.42M as of Q2 2026.
  • Strait & Sound Wealth Management sold 422 Meta Platforms (Facebook) shares in Q2 2026, an estimated $258K.
  • Meta Platforms (Facebook) made up 1.2% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Strait & Sound Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Meta Platforms (Facebook) position peaked at $4.28M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.