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Strata Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Strata Wealth 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
Q1 		$345K Sell
603
-18
-3% -$11.5K 0.09% 63
2025
Q4 		$410K Buy
621
+46
+8% +$30.7K 0.11% 56
2025
Q3 		$422K Buy
575
+5
+0.9% +$3.72K 0.11% 64
2025
Q2 		$421K Buy
570
+19
+3% +$11.7K 0.12% 53
2025
Q1 		$318K Sell
551
-196
-26% -$126K 0.1% 61
2024
Q4 		$437K Sell
747
-35
-4% -$20.5K 0.14% 53
2024
Q3 		$448K Buy
782
+77
+11% +$39.6K 0.14% 51
2024
Q2 		$355K Buy
705
+76
+12% +$36.9K 0.12% 53
2024
Q1 		$305K Buy
+629
New +$281K 0.11% 61
2023
Q1 		$647K Sell
3,055
-394
-11% -$67.1K 0.33% 27
2022
Q4 		$415K Buy
+3,449
New +$405K 0.23% 35

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strata Wealth Advisors's META Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.9% in Q1 2026, selling an estimated $11.5K and leaving 603 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #63.

Strata Wealth Advisors first reported a position in META in Q4 2022 and has held it in 11 quarters since. The position peaked at $647K in Q1 2023. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Strata Wealth Advisors held 603 shares of Meta Platforms (Facebook) worth $345K as of Q1 2026.
  • Strata Wealth Advisors sold 18 Meta Platforms (Facebook) shares in Q1 2026, an estimated $11.5K.
  • Meta Platforms (Facebook) made up 0.09% of Strata Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Strata Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 11 quarters since.
  • Strata Wealth Advisors's Meta Platforms (Facebook) position peaked at $647K in Q1 2023.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.