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

Strategic 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
Q2 		$29K Buy
44
+2
+5% +$1.22K 0.02% 132
2026
Q1 		$24K Sell
42
-2
-5% -$1.28K 0.02% 138
2025
Q4 		$29K Buy
+44
New +$29.4K 0.02% 132

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 Wealth Advisors's META Position: Q2 2026 in Review

Strategic Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.8% in Q2 2026, buying an estimated $1.22K and bringing the position to 44 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #132.

Strategic Wealth Advisors first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strategic Wealth Advisors held 44 shares of Meta Platforms (Facebook) worth $29K as of Q2 2026.
  • Strategic Wealth Advisors bought 2 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.22K.
  • Meta Platforms (Facebook) made up 0.02% of Strategic Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • Strategic Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.