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TPG Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

TPG Financial 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 		$451K Sell
788
-8
-1% -$5.13K 0.15% 53
2025
Q4 		$525K Buy
796
+15
+2% +$10K 0.18% 47
2025
Q3 		$574K Buy
781
+7
+0.9% +$5.21K 0.21% 43
2025
Q2 		$571K Buy
774
+11
+1% +$6.8K 0.23% 44
2025
Q1 		$440K Buy
763
+13
+2% +$8.39K 0.19% 45
2024
Q4 		$439K Buy
750
+45
+6% +$26.4K 0.19% 47
2024
Q3 		$404K Sell
705
-47
-6% -$24.2K 0.18% 47
2024
Q2 		$379K Buy
+752
New +$366K 0.18% 48

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

TPG Financial Advisors's META Position: Q1 2026 in Review

TPG Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, selling an estimated $5.13K and leaving 788 shares worth $451K. The position accounts for 0.15% of the portfolio, ranked #53.

TPG Financial Advisors first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $574K in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • TPG Financial Advisors held 788 shares of Meta Platforms (Facebook) worth $451K as of Q1 2026.
  • TPG Financial Advisors sold 8 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.13K.
  • Meta Platforms (Facebook) made up 0.15% of TPG Financial Advisors's portfolio in Q1 2026, its #53 holding.
  • TPG Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • TPG Financial Advisors's Meta Platforms (Facebook) position peaked at $574K in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.