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UP Strategic Wealth Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

UP Strategic Wealth Investment 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 		$1.02M Sell
1,651
-231
-12% -$148K 0.64% 27
2025
Q4 		$1.24M Hold
1,882
– – 0.9% 20
2025
Q3 		$1.35M Sell
1,882
-222
-11% -$165K 1.01% 15
2025
Q2 		$1.55M Buy
2,104
+367
+21% +$227K 1.21% 14
2025
Q1 		$1M Buy
1,737
+158
+10% +$102K 0.89% 20
2024
Q4 		$925K Buy
1,579
+621
+65% +$365K 0.92% 22
2024
Q3 		$548K Buy
+958
New +$493K 0.61% 31

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

UP Strategic Wealth Investment Advisors's META Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 12% in Q1 2026, selling an estimated $148K and leaving 1,651 shares worth $1.02M. The position accounts for 0.64% of the portfolio, ranked #27.

UP Strategic Wealth Investment Advisors first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,651 shares of Meta Platforms (Facebook) worth $1.02M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 231 Meta Platforms (Facebook) shares in Q1 2026, an estimated $148K.
  • Meta Platforms (Facebook) made up 0.64% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's Meta Platforms (Facebook) position peaked at $1.55M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.