UCFA
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United Capital Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

United Capital 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 		$687K Sell
1,200
-400
-25% -$256K ﹤0.01% 918
2025
Q4 		$1.06M Hold
1,600
– – 0.01% 718
2025
Q3 		$1.18M Buy
1,600
+200
+14% +$149K 0.01% 598
2025
Q2 		$1.03M Buy
+1,400
New +$865K 0.01% 590

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

United Capital Financial Advisors's META Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.46% in Q1 2026, selling an estimated $458K and leaving 155,967 shares worth $89.2M. The position accounts for 0.55% of the portfolio, ranked #34.

United Capital Financial Advisors first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $113M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • United Capital Financial Advisors held 155,967 shares of Meta Platforms (Facebook) worth $89.2M as of Q1 2026.
  • United Capital Financial Advisors sold 715 Meta Platforms (Facebook) shares in Q1 2026, an estimated $458K.
  • Meta Platforms (Facebook) made up 0.55% of United Capital Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • United Capital Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Meta Platforms (Facebook) position peaked at $113M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.