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Strategic Family Wealth Counselors’s Meta Platforms (Facebook) META Stock Holding History

Strategic Family Wealth Counselors’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 		$1.26M Buy
2,242
+40
+2% +$24.5K 0.29% 63
2026
Q1 		$1.26M Sell
2,202
-1,920
-47% -$1.23M 0.33% 60
2025
Q4 		$2.49M Buy
4,122
+2,393
+138% +$1.6M 0.56% 46
2025
Q3 		$1.27M Sell
1,729
-28
-2% -$20.8K 0.33% 58
2025
Q2 		$1.3M Sell
1,757
-119
-6% -$73.5K 0.37% 56
2025
Q1 		$1.08M Buy
1,876
+60
+3% +$38.7K 0.35% 56
2024
Q4 		$1.06M Buy
1,816
+522
+40% +$306K 0.35% 57
2024
Q3 		$741K Sell
1,294
-122
-9% -$62.8K 0.26% 61
2024
Q2 		$714K Buy
1,416
+26
+2% +$12.6K 0.27% 59
2024
Q1 		$675K Buy
1,390
+15
+1% +$6.69K 0.27% 58
2023
Q4 		$487K Hold
1,375
– – 0.2% 63
2023
Q3 		$413K Hold
1,375
– – 0.2% 65
2023
Q2 		$395K Hold
1,375
– – 0.18% 66
2023
Q1 		$291K Buy
+1,375
New +$234K 0.14% 75

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

Strategic Family Wealth Counselors's META Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 2,242 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #63.

Strategic Family Wealth Counselors first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.49M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strategic Family Wealth Counselors held 2,242 shares of Meta Platforms (Facebook) worth $1.26M as of Q2 2026.
  • Strategic Family Wealth Counselors bought 40 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.5K.
  • Meta Platforms (Facebook) made up 0.29% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #63 holding.
  • Strategic Family Wealth Counselors first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Strategic Family Wealth Counselors's Meta Platforms (Facebook) position peaked at $2.49M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.