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

Strategies 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 		$4.27M Sell
7,463
-307
-4% -$197K 0.43% 26
2025
Q4 		$5.13M Buy
7,770
+412
+6% +$275K 0.51% 23
2025
Q3 		$5.4M Buy
7,358
+279
+4% +$208K 0.56% 23
2025
Q2 		$5.22M Buy
7,079
+259
+4% +$160K 0.57% 24
2025
Q1 		$3.93M Buy
6,820
+2,887
+73% +$1.86M 0.48% 24
2024
Q4 		$2.85M Buy
+3,933
New +$2.31M 0.36% 27

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

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

Strategies Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 4% in Q1 2026, selling an estimated $197K and leaving 7,463 shares worth $4.27M. The position accounts for 0.43% of the portfolio, ranked #26.

Strategies Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.4M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Strategies Wealth Advisors held 7,463 shares of Meta Platforms (Facebook) worth $4.27M as of Q1 2026.
  • Strategies Wealth Advisors sold 307 Meta Platforms (Facebook) shares in Q1 2026, an estimated $197K.
  • Meta Platforms (Facebook) made up 0.43% of Strategies Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Strategies Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.4M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.