SWIG
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Strategic Wealth Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Strategic Wealth Investment Group’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 		$17.9M Sell
31,747
-1,591
-5% -$973K 2.17% 14
2026
Q1 		$19.1M Buy
33,338
+1,907
+6% +$1.22M 2.42% 13
2025
Q4 		$20.7M Sell
31,431
-12,336
-28% -$8.24M 2.55% 12
2025
Q3 		$32.1M Buy
43,767
+40,651
+1,305% +$30.3M 2.71% 11
2025
Q2 		$2.3M Buy
3,116
+279
+10% +$172K 3.33% 5
2025
Q1 		$1.64M Sell
2,837
-41,082
-94% -$26.5M 2.85% 7
2024
Q4 		$25.7M Buy
43,919
+649
+1% +$381K 2.84% 11
2024
Q3 		$24.9M Buy
43,270
+9,290
+27% +$4.78M 2.67% 9
2024
Q2 		$17.1M Buy
+33,980
New +$16.5M 2.17% 12
2023
Q4 		$15.9M Buy
44,796
+3,016
+7% +$982K 2.38% 12
2023
Q3 		$12.5M Buy
41,780
+2,899
+7% +$873K 2.27% 13
2023
Q2 		$11.2M Sell
38,881
-6,907
-15% -$1.7M 1.77% 17
2023
Q1 		$9.7M Buy
45,788
+6,848
+18% +$1.17M 1.8% 17
2022
Q4 		$5.18M Buy
38,940
+11,428
+42% +$1.34M 1.2% 27
2022
Q3 		$3.73M Buy
27,512
+3,336
+14% +$541K 1.07% 27
2022
Q2 		$3.9M Buy
24,176
+2,391
+11% +$461K 0.98% 32
2022
Q1 		$4.84M Buy
21,785
+4,552
+26% +$1.14M 1.16% 27
2021
Q4 		$5.8M Buy
17,233
+2,040
+13% +$677K 1.51% 16
2021
Q3 		$5.13M Buy
15,193
+2,692
+22% +$970K 1.53% 15
2021
Q2 		$4.35M Buy
12,501
+3,161
+34% +$1.01M 1.54% 15
2021
Q1 		$2.75M Buy
9,340
+2,187
+31% +$589K 1.32% 17
2020
Q4 		$1.95M Buy
7,153
+498
+7% +$137K 1.14% 20
2020
Q3 		$1.74M Buy
6,655
+685
+11% +$177K 1.31% 19
2020
Q2 		$1.36M Sell
5,970
-407
-6% -$85K 1.33% 22
2020
Q1 		$1.06M Buy
6,377
+324
+5% +$63.4K 1.73% 18
2019
Q4 		$1.24M Buy
+6,053
New +$1.17M 1.29% 21

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 Investment Group's META Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Meta Platforms (Facebook) (META) stake by 4.8% in Q2 2026, selling an estimated $973K and leaving 31,747 shares worth $17.9M. The position accounts for 2.17% of the portfolio, ranked #14.

Strategic Wealth Investment Group first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.1M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strategic Wealth Investment Group held 31,747 shares of Meta Platforms (Facebook) worth $17.9M as of Q2 2026.
  • Strategic Wealth Investment Group sold 1,591 Meta Platforms (Facebook) shares in Q2 2026, an estimated $973K.
  • Meta Platforms (Facebook) made up 2.17% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #14 holding.
  • Strategic Wealth Investment Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's Meta Platforms (Facebook) position peaked at $32.1M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.