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U.S. Capital Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

U.S. Capital 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 		$23M Sell
40,174
-6,245
-13% -$4M 0.58% 31
2025
Q4 		$30.6M Buy
46,419
+9,281
+25% +$6.2M 0.8% 20
2025
Q3 		$27.3M Buy
37,138
+194
+0.5% +$144K 0.73% 22
2025
Q2 		$27.3M Buy
36,944
+2,512
+7% +$1.55M 0.8% 20
2025
Q1 		$19.8M Buy
34,432
+2,813
+9% +$1.81M 0.61% 33
2024
Q4 		$18.5M Buy
31,619
+11,464
+57% +$6.73M 0.57% 32
2024
Q3 		$11.5M Sell
20,155
-2,557
-11% -$1.32M 0.41% 59
2024
Q2 		$11.5M Buy
22,712
+693
+3% +$337K 0.43% 56
2024
Q1 		$10.7M Sell
22,019
-658
-3% -$294K 0.41% 54
2023
Q4 		$8.03M Sell
22,677
-2,887
-11% -$940K 0.32% 71
2023
Q3 		$7.67M Sell
25,564
-1,909
-7% -$575K 0.35% 61
2023
Q2 		$7.88M Buy
27,473
+197
+0.7% +$48.6K 0.37% 62
2023
Q1 		$5.78M Buy
27,276
+1,063
+4% +$181K 0.27% 86
2022
Q4 		$3.15M Sell
26,213
-3,456
-12% -$406K 0.15% 144
2022
Q3 		$4.03M Sell
29,669
-1,494
-5% -$242K 0.2% 111
2022
Q2 		$5.03M Buy
31,163
+2,776
+10% +$536K 0.22% 91
2022
Q1 		$6.31M Buy
28,387
+6,681
+31% +$1.67M 0.23% 93
2021
Q4 		$7.3M Buy
21,706
+652
+3% +$216K 0.29% 80
2021
Q3 		$7.15M Buy
+21,054
New +$7.58M 0.31% 76

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

U.S. Capital Wealth Advisors's META Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, selling an estimated $4M and leaving 40,174 shares worth $23M. The position accounts for 0.58% of the portfolio, ranked #31.

U.S. Capital Wealth Advisors first reported a position in META in Q3 2021 and has held it in 19 quarters since. The position peaked at $30.6M in Q4 2025. 5,094 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • U.S. Capital Wealth Advisors held 40,174 shares of Meta Platforms (Facebook) worth $23M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 6,245 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4M.
  • Meta Platforms (Facebook) made up 0.58% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • U.S. Capital Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Meta Platforms (Facebook) position peaked at $30.6M in Q4 2025.
  • 5,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.