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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
Q2 		$1.23M Buy
2,085
+434
+26% +$265K 0.73% 25
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 $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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's META Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 26% in Q2 2026, buying an estimated $265K and bringing the position to 2,085 shares worth $1.23M. The position accounts for 0.73% of the portfolio, ranked #25.

UP Strategic Wealth Investment Advisors first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q2 2025. 5,089 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 2,085 shares of Meta Platforms (Facebook) worth $1.23M as of Q2 2026.
  • UP Strategic Wealth Investment Advisors bought 434 Meta Platforms (Facebook) shares in Q2 2026, an estimated $265K.
  • Meta Platforms (Facebook) made up 0.73% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • UP Strategic Wealth Investment Advisors's Meta Platforms (Facebook) position peaked at $1.55M in Q2 2025.
  • 5,089 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.