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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

United Advisor Group's META Position: Q1 2026 in Review

United Advisor Group reduced its Meta Platforms (Facebook) (META) stake by 3.2% in Q1 2026, selling an estimated $249K and leaving 11,763 shares worth $6.73M. The position accounts for 0.83% of the portfolio, ranked #26.

United Advisor Group first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.25M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

United Advisor Group held 11,763 shares of Meta Platforms (Facebook) worth $6.73M as of Q1 2026.
United Advisor Group sold 388 Meta Platforms (Facebook) shares in Q1 2026, an estimated $249K.
Meta Platforms (Facebook) made up 0.83% of United Advisor Group's portfolio in Q1 2026, its #26 holding.
United Advisor Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Meta Platforms (Facebook) position peaked at $8.25M in Q3 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.