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Summit Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Summit Wealth 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 		$504K Sell
895
-43
-5% -$26.3K 0.1% 80
2026
Q1 		$537K Buy
938
+226
+32% +$145K 0.12% 69
2025
Q4 		$470K Buy
712
+168
+31% +$112K 0.11% 74
2025
Q3 		$400K Hold
544
– – 0.1% 79
2025
Q2 		$402K Sell
544
-57
-9% -$35.2K 0.1% 73
2025
Q1 		$346K Sell
601
-2
-0.3% -$1.29K 0.1% 74
2024
Q4 		$353K Sell
603
-4
-0.7% -$2.35K 0.1% 65
2024
Q3 		$347K Hold
607
– – 0.1% 66
2024
Q2 		$306K Buy
607
+16
+3% +$7.78K 0.09% 66
2024
Q1 		$287K Buy
591
+4
+0.7% +$1.78K 0.2% 32
2023
Q4 		$208K Buy
+587
New +$191K 0.16% 41
2023
Q2 		– Sell
-5
Closed -$1K – 186
2023
Q1 		$1K Buy
+5
New +$852 0.02% 127
2022
Q1 		– Sell
-733
Closed -$247K – 33
2021
Q4 		$247K Sell
733
-161
-18% -$53.5K 0.28% 25
2021
Q3 		$303K Buy
894
+36
+4% +$13K 0.48% 32
2021
Q2 		$298K Sell
858
-36
-4% -$11.5K 0.44% 18
2021
Q1 		$263K Sell
894
-82
-8% -$22.1K 0.42% 12
2020
Q4 		$267K Hold
976
– – 0.17% 35
2020
Q3 		$256K Sell
976
-85
-8% -$21.9K 0.22% 27
2020
Q2 		$241K Buy
+1,061
New +$222K 0.22% 28

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

Summit Wealth Group's META Position: Q2 2026 in Review

Summit Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, selling an estimated $26.3K and leaving 895 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #80.

Summit Wealth Group first reported a position in META in Q2 2020 and has held it in 19 quarters since. The position peaked at $537K in Q1 2026. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Wealth Group held 895 shares of Meta Platforms (Facebook) worth $504K as of Q2 2026.
  • Summit Wealth Group sold 43 Meta Platforms (Facebook) shares in Q2 2026, an estimated $26.3K.
  • Meta Platforms (Facebook) made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #80 holding.
  • Summit Wealth Group first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 19 quarters since.
  • Summit Wealth Group's Meta Platforms (Facebook) position peaked at $537K in Q1 2026.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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