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

Visionary 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 		$10M Buy
17,812
+829
+5% +$507K 0.4% 67
2026
Q1 		$9.72M Buy
16,983
+289
+2% +$185K 0.43% 63
2025
Q4 		$11M Sell
16,694
-30
-0.2% -$20K 0.5% 51
2025
Q3 		$12.3M Buy
16,724
+1,542
+10% +$1.15M 0.57% 42
2025
Q2 		$11.2M Buy
15,182
+5,568
+58% +$3.44M 0.57% 42
2025
Q1 		$5.54M Buy
9,614
+114
+1% +$73.5K 0.33% 81
2024
Q4 		$5.56M Buy
9,500
+319
+3% +$187K 0.33% 86
2024
Q3 		$5.26M Sell
9,181
-263
-3% -$135K 0.32% 88
2024
Q2 		$4.76M Buy
9,444
+15
+0.2% +$7.29K 0.31% 86
2024
Q1 		$4.58M Sell
9,429
-417
-4% -$186K 0.31% 88
2023
Q4 		$3.49M Buy
9,846
+84
+0.9% +$27.4K 0.26% 111
2023
Q3 		$2.93M Sell
9,762
-490
-5% -$148K 0.24% 113
2023
Q2 		$2.94M Sell
10,252
-736
-7% -$182K 0.24% 109
2023
Q1 		$2.33M Sell
10,988
-185
-2% -$31.5K 0.2% 113
2022
Q4 		$1.34M Buy
11,173
+896
+9% +$105K 0.12% 153
2022
Q3 		$1.39M Buy
10,277
+281
+3% +$45.5K 0.14% 139
2022
Q2 		$1.61M Buy
9,996
+995
+11% +$192K 0.14% 132
2022
Q1 		$2M Buy
9,001
+2,915
+48% +$729K 0.16% 123
2021
Q4 		$2.05M Buy
6,086
+812
+15% +$270K 0.17% 122
2021
Q3 		$1.79M Buy
5,274
+340
+7% +$122K 0.18% 108
2021
Q2 		$1.72M Buy
4,934
+433
+10% +$139K 0.17% 114
2021
Q1 		$1.33M Buy
4,501
+1,259
+39% +$339K 0.14% 130
2020
Q4 		$886K Sell
3,242
-127
-4% -$34.8K 0.1% 146
2020
Q3 		$882K Sell
3,369
-319
-9% -$82.3K 0.12% 124
2020
Q2 		$837K Buy
3,688
+145
+4% +$30.3K 0.13% 122
2020
Q1 		$591K Buy
3,543
+1,614
+84% +$316K 0.11% 120
2019
Q4 		$396K Buy
+1,929
New +$374K 0.07% 142

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

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

Visionary Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, buying an estimated $507K and bringing the position to 17,812 shares worth $10M. The position accounts for 0.4% of the portfolio, ranked #67.

Visionary Wealth Advisors first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q3 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Visionary Wealth Advisors held 17,812 shares of Meta Platforms (Facebook) worth $10M as of Q2 2026.
  • Visionary Wealth Advisors bought 829 Meta Platforms (Facebook) shares in Q2 2026, an estimated $507K.
  • Meta Platforms (Facebook) made up 0.4% of Visionary Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Visionary Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Meta Platforms (Facebook) position peaked at $12.3M in Q3 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.