UAG
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United Advisor Group’s Meta Platforms (Facebook) META Stock Holding History

United Advisor 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 		$6.67M Buy
11,842
+79
+0.7% +$48.3K 0.7% 30
2026
Q1 		$6.73M Sell
11,763
-388
-3% -$249K 0.83% 26
2025
Q4 		$8.02M Buy
12,151
+921
+8% +$615K 1% 19
2025
Q3 		$8.25M Buy
11,230
+5,780
+106% +$4.3M 1.11% 17
2025
Q2 		$4.02M Sell
5,450
-67
-1% -$41.4K 0.7% 37
2025
Q1 		$3.18M Sell
5,517
-3,719
-40% -$2.4M 0.65% 39
2024
Q4 		$5.41M Buy
9,236
+165
+2% +$96.9K 1.07% 21
2024
Q3 		$5.19M Buy
9,071
+5,095
+128% +$2.62M 1.17% 17
2024
Q2 		$2M Buy
3,976
+412
+12% +$200K 0.62% 45
2024
Q1 		$1.73M Buy
+3,564
New +$1.59M 0.65% 49

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

United Advisor Group's META Position: Q2 2026 in Review

United Advisor Group increased its Meta Platforms (Facebook) (META) stake by 0.67% in Q2 2026, buying an estimated $48.3K and bringing the position to 11,842 shares worth $6.67M. The position accounts for 0.7% of the portfolio, ranked #30.

United Advisor Group first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.25M in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • United Advisor Group held 11,842 shares of Meta Platforms (Facebook) worth $6.67M as of Q2 2026.
  • United Advisor Group bought 79 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.3K.
  • Meta Platforms (Facebook) made up 0.7% of United Advisor Group's portfolio in Q2 2026, its #30 holding.
  • United Advisor Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's Meta Platforms (Facebook) position peaked at $8.25M in Q3 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.