TWM
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Tanager Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Tanager Wealth Management’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 		$4.6M Buy
8,172
+693
+9% +$424K 0.4% 34
2026
Q1 		$4.28M Buy
7,479
+1,579
+27% +$1.01M 0.41% 34
2025
Q4 		$3.89M Sell
5,900
-247
-4% -$165K 0.39% 33
2025
Q3 		$4.51M Sell
6,147
-1,105
-15% -$822K 0.47% 34
2025
Q2 		$5.35M Buy
7,252
+199
+3% +$123K 0.63% 29
2025
Q1 		$4.07M Sell
7,053
-1,540
-18% -$994K 0.53% 30
2024
Q4 		$5.03M Sell
8,593
-1,386
-14% -$814K 0.65% 28
2024
Q3 		$5.71M Sell
9,979
-2,398
-19% -$1.23M 0.77% 26
2024
Q2 		$6.24M Buy
12,377
+2,593
+27% +$1.26M 0.93% 26
2024
Q1 		$4.75M Sell
9,784
-3,713
-28% -$1.66M 0.77% 26
2023
Q4 		$4.78M Buy
13,497
+4,214
+45% +$1.37M 0.87% 25
2023
Q3 		$2.79M Buy
9,283
+981
+12% +$296K 0.58% 25
2023
Q2 		$2.38M Sell
8,302
-1,248
-13% -$308K 0.52% 29
2023
Q1 		$2.02M Sell
9,550
-240
-2% -$40.9K 0.48% 32
2022
Q4 		$1.18M Buy
+9,790
New +$1.15M 0.32% 36
2022
Q1 		– Sell
-818
Closed -$275K – 40
2021
Q4 		$275K Buy
+818
New +$272K 0.21% 32

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

Tanager Wealth Management's META Position: Q2 2026 in Review

Tanager Wealth Management increased its Meta Platforms (Facebook) (META) stake by 9.3% in Q2 2026, buying an estimated $424K and bringing the position to 8,172 shares worth $4.6M. The position accounts for 0.4% of the portfolio, ranked #34.

Tanager Wealth Management first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.24M in Q2 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Tanager Wealth Management held 8,172 shares of Meta Platforms (Facebook) worth $4.6M as of Q2 2026.
  • Tanager Wealth Management bought 693 Meta Platforms (Facebook) shares in Q2 2026, an estimated $424K.
  • Meta Platforms (Facebook) made up 0.4% of Tanager Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Tanager Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
  • Tanager Wealth Management's Meta Platforms (Facebook) position peaked at $6.24M in Q2 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.