VisionPoint Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

VisionPoint Advisory Group’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	$2.77M	Buy	4,909 +684	+16%	+$418K	0.45%	55
2026 Q1	$2.42M	Buy	4,225 +171	+4%	+$110K	0.46%	55
2025 Q4	$2.68M	Buy	4,054 +424	+12%	+$283K	0.52%	52
2025 Q3	$2.67M	Buy	3,630 +355	+11%	+$264K	0.53%	46
2025 Q2	$2.42M	Buy	3,275 +2,544	+348%	+$1.57M	0.53%	53
2025 Q1	$421K	Buy	731 +181	+33%	+$117K	0.14%	127
2024 Q4	$330K	Sell	550 -285	-34%	-$167K	0.11%	136
2024 Q3	$478K	Sell	835 -510	-38%	-$262K	0.16%	114
2024 Q2	$678K	Buy	1,345 +97	+8%	+$47.2K	0.24%	92
2024 Q1	$606K	Buy	1,248 +232	+23%	+$103K	0.22%	105
2023 Q4	$360K	Sell	1,016 -1,269	-56%	-$413K	0.13%	117
2023 Q3	$686K	Sell	2,285 -410	-15%	-$124K	0.29%	74
2023 Q2	$773K	Buy	2,695 +668	+33%	+$165K	0.32%	77
2023 Q1	$473K	Buy	2,027 +699	+53%	+$119K	0.21%	84
2022 Q4	$238K	Buy	+1,328	New	+$156K	0.1%	122
2022 Q2	–	Sell	-1,176	Closed	-$225K	–	115
2022 Q1	$225K	Sell	1,176 -52	-4%	-$13K	0.1%	81
2021 Q4	$291K	Sell	1,228 -2,767	-69%	-$919K	0.13%	82
2021 Q3	$1.36M	Sell	3,995 -677	-14%	-$244K	0.61%	39
2021 Q2	$1.63M	Sell	4,672 -1,251	-21%	-$401K	0.72%	40
2021 Q1	$1.75M	Sell	5,923 -1,692	-22%	-$456K	0.84%	43
2020 Q4	$2.08M	Sell	7,615 -4,291	-36%	-$1.18M	1.05%	20
2020 Q3	$3.12M	Sell	11,906 -3,087	-21%	-$796K	1.35%	12
2020 Q2	$3.46M	Sell	14,993 -198	-1%	-$41.3K	1.4%	12
2020 Q1	$2.53M	Buy	15,191 +12,961	+581%	+$2.54M	1.19%	19
2019 Q4	$458K	Sell	2,230 -10,617	-83%	-$2.06M	0.19%	70
2019 Q3	$2.32M	Buy	12,847 +800	+7%	+$152K	0.64%	27
2019 Q2	$2.33M	Buy	12,047 +40	+0.3%	+$7.31K	0.67%	23
2019 Q1	$2M	Buy	12,007 +607	+5%	+$96.5K	0.56%	31
2018 Q4	$1.49M	Buy	+11,400	New	+$1.65M	0.48%	37

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VisionPoint Advisory Group's META Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Meta Platforms (Facebook) (META) stake by 16% in Q2 2026, buying an estimated $418K and bringing the position to 4,909 shares worth $2.77M. The position accounts for 0.45% of the portfolio, ranked #55.

VisionPoint Advisory Group first reported a position in META in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.46M in Q2 2020. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

VisionPoint Advisory Group held 4,909 shares of Meta Platforms (Facebook) worth $2.77M as of Q2 2026.
VisionPoint Advisory Group bought 684 Meta Platforms (Facebook) shares in Q2 2026, an estimated $418K.
Meta Platforms (Facebook) made up 0.45% of VisionPoint Advisory Group's portfolio in Q2 2026, its #55 holding.
VisionPoint Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 29 quarters since.
VisionPoint Advisory Group's Meta Platforms (Facebook) position peaked at $3.46M in Q2 2020.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.