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META icon

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

TruWealth 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 		$14.5M Buy
25,309
+1,306
+5% +$837K 0.7% 50
2025
Q4 		$15.8M Buy
24,003
+737
+3% +$492K 0.77% 44
2025
Q3 		$17.1M Buy
23,266
+3,598
+18% +$2.68M 0.86% 39
2025
Q2 		$14.5M Buy
19,668
+1,219
+7% +$753K 0.8% 40
2025
Q1 		$10.6M Buy
18,449
+523
+3% +$337K 0.64% 44
2024
Q4 		$10.5M Buy
17,926
+781
+5% +$458K 0.63% 42
2024
Q3 		$9.81M Buy
17,145
+673
+4% +$346K 0.6% 44
2024
Q2 		$8.31M Buy
16,472
+3,307
+25% +$1.61M 0.55% 43
2024
Q1 		$6.39M Buy
13,165
+10,633
+420% +$4.74M 0.45% 50
2023
Q4 		$896K Sell
2,532
-19
-0.7% -$6.19K 0.07% 76
2023
Q3 		$766K Sell
2,551
-16
-0.6% -$4.82K 0.07% 78
2023
Q2 		$737K Sell
2,567
-122
-5% -$30.1K 0.06% 77
2023
Q1 		$570K Sell
2,689
-1,521
-36% -$259K 0.05% 86
2022
Q4 		$507K Buy
4,210
+1,259
+43% +$148K 0.05% 87
2022
Q3 		$400K Buy
2,951
+462
+19% +$74.9K 0.04% 87
2022
Q2 		$401K Buy
2,489
+132
+6% +$25.5K 0.04% 90
2022
Q1 		$524K Buy
2,357
+892
+61% +$223K 0.05% 74
2021
Q4 		$493K Buy
1,465
+40
+3% +$13.3K 0.05% 77
2021
Q3 		$484K Buy
1,425
+266
+23% +$95.8K 0.05% 77
2021
Q2 		$403K Sell
1,159
-75
-6% -$24.1K 0.05% 81
2021
Q1 		$363K Sell
1,234
-70
-5% -$18.8K 0.05% 79
2020
Q4 		$356K Buy
+1,304
New +$357K 0.05% 79

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TruWealth Advisors's META Position: Q1 2026 in Review

TruWealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q1 2026, buying an estimated $837K and bringing the position to 25,309 shares worth $14.5M. The position accounts for 0.7% of the portfolio, ranked #50.

TruWealth Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.1M in Q3 2025. 5,094 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • TruWealth Advisors held 25,309 shares of Meta Platforms (Facebook) worth $14.5M as of Q1 2026.
  • TruWealth Advisors bought 1,306 Meta Platforms (Facebook) shares in Q1 2026, an estimated $837K.
  • Meta Platforms (Facebook) made up 0.7% of TruWealth Advisors's portfolio in Q1 2026, its #50 holding.
  • TruWealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Meta Platforms (Facebook) position peaked at $17.1M in Q3 2025.
  • 5,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.