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Waldron Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Waldron Private Wealth’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 		$9.1M Buy
16,148
+58
+0.4% +$35.5K 0.31% 44
2026
Q1 		$9.21M Buy
16,090
+489
+3% +$313K 0.36% 38
2025
Q4 		$10.3M Sell
15,601
-930
-6% -$621K 0.41% 38
2025
Q3 		$12.1M Buy
16,531
+616
+4% +$458K 0.49% 34
2025
Q2 		$11.7M Sell
15,915
-14
-0.1% -$8.65K 0.51% 33
2025
Q1 		$9.18M Sell
15,929
-11,101
-41% -$7.16M 0.43% 36
2024
Q4 		$15.8M Buy
27,030
+66
+0.2% +$38.7K 0.64% 32
2024
Q3 		$15.4M Buy
26,964
+526
+2% +$271K 0.64% 31
2024
Q2 		$13.3M Sell
26,438
-34
-0.1% -$16.5K 0.6% 33
2024
Q1 		$12.9M Sell
26,472
-2,858
-10% -$1.27M 0.58% 33
2023
Q4 		$10.4M Buy
29,330
+369
+1% +$120K 0.49% 36
2023
Q3 		$8.69M Buy
28,961
+517
+2% +$156K 0.45% 37
2023
Q2 		$8.16M Sell
28,444
-904
-3% -$223K 0.41% 37
2023
Q1 		$6.22M Buy
29,348
+67
+0.2% +$11.4K 0.3% 45
2022
Q4 		$3.97M Hold
29,281
– – 0.25% 64
2022
Q3 		$3.97M Sell
29,281
-78
-0.3% -$12.6K 0.25% 64
2022
Q2 		$4.73M Buy
29,359
+648
+2% +$125K 0.27% 56
2022
Q1 		$6.38M Buy
28,711
+1,731
+6% +$433K 0.33% 52
2021
Q4 		$9.07M Sell
26,980
-413
-2% -$137K 0.45% 46
2021
Q3 		$9.3M Buy
27,393
+2,833
+12% +$1.02M 0.54% 38
2021
Q2 		$8.54M Buy
24,560
+14
+0.1% +$4.49K 0.55% 35
2021
Q1 		$7.23M Buy
24,546
+31
+0.1% +$8.35K 0.5% 39
2020
Q4 		$6.7M Sell
24,515
-290
-1% -$79.5K 0.5% 38
2020
Q3 		$6.5M Buy
24,805
+880
+4% +$227K 0.56% 34
2020
Q2 		$5.43M Buy
23,925
+474
+2% +$99K 0.48% 37
2020
Q1 		$3.91M Buy
23,451
+605
+3% +$118K 0.42% 45
2019
Q4 		$4.69M Buy
22,846
+40
+0.2% +$7.75K 0.42% 41
2019
Q3 		$4.06M Buy
22,806
+587
+3% +$112K 0.41% 42
2019
Q2 		$4.29M Sell
22,219
-1,439
-6% -$263K 0.46% 32
2019
Q1 		$3.94M Buy
23,658
+614
+3% +$97.6K 0.44% 34
2018
Q4 		$3.02M Buy
23,044
+3,090
+15% +$448K 0.44% 36
2018
Q3 		$3.28M Buy
19,954
+610
+3% +$110K 0.64% 22
2018
Q2 		$3.76M Buy
19,344
+598
+3% +$108K 0.81% 17
2018
Q1 		$3M Buy
18,746
+56
+0.3% +$10.1K 0.67% 21
2017
Q4 		$3.3M Buy
18,690
+3,456
+23% +$611K 0.78% 18
2017
Q3 		$2.6M Buy
15,234
+360
+2% +$60.1K 0.73% 19
2017
Q2 		$2.25M Sell
14,874
-15,527
-51% -$2.31M 0.71% 16
2017
Q1 		$3.84M Buy
30,401
+15,247
+101% +$2.04M 0.96% 16
2016
Q4 		$1.74M Sell
15,154
-11,881
-44% -$1.46M 0.6% 19
2016
Q3 		$3.16M Sell
27,035
-669
-2% -$83K 1.14% 12
2016
Q2 		$3.02M Buy
27,704
+551
+2% +$63.5K 1.11% 13
2016
Q1 		$2.96M Buy
27,153
+452
+2% +$47.7K 1.12% 13
2015
Q4 		$2.76M Buy
26,701
+278
+1% +$28.6K 1.03% 13
2015
Q3 		$2.38M Sell
26,423
-936
-3% -$85.9K 1.03% 12
2015
Q2 		$2.31M Buy
27,359
+474
+2% +$38.7K 0.91% 14
2015
Q1 		$2.21M Sell
26,885
-4,045
-13% -$317K 0.9% 15
2014
Q4 		$2.41M Sell
30,930
-499
-2% -$38.1K 1% 16
2014
Q3 		$2.48M Sell
31,429
-1,278
-4% -$93.8K 1.18% 12
2014
Q2 		$2.2M Buy
32,707
+320
+1% +$19.7K 1.02% 15
2014
Q1 		$1.95M Sell
32,387
-6,351
-16% -$402K 0.95% 15
2013
Q4 		$2.12M Buy
+38,738
New +$1.94M 0.97% 16

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

Waldron Private Wealth's META Position: Q2 2026 in Review

Waldron Private Wealth increased its Meta Platforms (Facebook) (META) stake by 0.36% in Q2 2026, buying an estimated $35.5K and bringing the position to 16,148 shares worth $9.1M. The position accounts for 0.31% of the portfolio, ranked #44.

Waldron Private Wealth first reported a position in META in Q4 2013 and has held it in 51 quarters since. The position peaked at $15.8M in Q4 2024. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Waldron Private Wealth held 16,148 shares of Meta Platforms (Facebook) worth $9.1M as of Q2 2026.
  • Waldron Private Wealth bought 58 Meta Platforms (Facebook) shares in Q2 2026, an estimated $35.5K.
  • Meta Platforms (Facebook) made up 0.31% of Waldron Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Waldron Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 51 quarters since.
  • Waldron Private Wealth's Meta Platforms (Facebook) position peaked at $15.8M in Q4 2024.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.