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Waterford Advisors’s Meta Platforms (Facebook) META Stock Holding History

Waterford 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 		$337K Buy
598
+1
+0.2% +$611 0.09% 46
2026
Q1 		$320K Buy
597
+75
+14% +$48.1K 0.1% 44
2025
Q4 		$345K Buy
522
+63
+14% +$42.1K 0.13% 35
2025
Q3 		$337K Sell
459
-89,084
-99% -$66.3M 0.12% 38
2025
Q2 		$562K Buy
89,543
+89,083
+19,366% +$55M 0.21% 35
2025
Q1 		$265K Hold
460
– – 0.11% 45
2024
Q4 		$269K Hold
460
– – 0.14% 42
2024
Q3 		$263K Hold
460
– – 0.13% 45
2024
Q2 		$232K Sell
460
-496
-52% -$241K 0.1% 50
2024
Q1 		$464K Buy
956
+190
+25% +$84.8K 0.2% 37
2023
Q4 		$271K Sell
766
-45
-6% -$14.7K 0.13% 44
2023
Q3 		$243K Buy
+811
New +$244K 0.14% 41

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

Waterford Advisors's META Position: Q2 2026 in Review

Waterford Advisors increased its Meta Platforms (Facebook) (META) stake by 0.17% in Q2 2026, buying an estimated $611 and bringing the position to 598 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #46.

Waterford Advisors first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $562K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Waterford Advisors held 598 shares of Meta Platforms (Facebook) worth $337K as of Q2 2026.
  • Waterford Advisors bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.09% of Waterford Advisors's portfolio in Q2 2026, its #46 holding.
  • Waterford Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • Waterford Advisors's Meta Platforms (Facebook) position peaked at $562K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.