VWA
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Valued Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Valued Wealth 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 		$226K Buy
402
+34
+9% +$20.8K 0.08% 48
2026
Q1 		$210K Sell
368
-86
-19% -$55.1K 0.09% 45
2025
Q4 		$299K Hold
454
– – 0.13% 37
2025
Q3 		$334K Buy
454
+14
+3% +$10.4K 0.15% 30
2025
Q2 		$325K Sell
440
-41
-9% -$25.3K 0.17% 31
2025
Q1 		$277K Buy
481
+13
+3% +$8.39K 0.17% 32
2024
Q4 		$274K Sell
468
-163
-26% -$95.7K 0.17% 32
2024
Q3 		$361K Buy
631
+10
+2% +$5.14K 0.23% 25
2024
Q2 		$313K Buy
621
+62
+11% +$30.1K 0.22% 26
2024
Q1 		$271K Buy
559
+319
+133% +$142K 0.19% 28
2023
Q4 		$72.1K Buy
+240
New +$78.2K 0.07% 38

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

Valued Wealth Advisors's META Position: Q2 2026 in Review

Valued Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 9.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 402 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #48.

Valued Wealth Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $361K in Q3 2024. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Valued Wealth Advisors held 402 shares of Meta Platforms (Facebook) worth $226K as of Q2 2026.
  • Valued Wealth Advisors bought 34 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.8K.
  • Meta Platforms (Facebook) made up 0.08% of Valued Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Valued Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Meta Platforms (Facebook) position peaked at $361K in Q3 2024.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.