WWC
META icon

Waypoint Wealth Counsel’s Meta Platforms (Facebook) META Stock Holding History

Waypoint Wealth Counsel’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 		$368K Sell
654
-551
-46% -$337K 0.23% 74
2026
Q1 		$690K Sell
1,205
-812
-40% -$520K 0.36% 50
2025
Q4 		$1.33M Buy
2,017
+220
+12% +$147K 0.49% 34
2025
Q3 		$1.32M Buy
1,797
+106
+6% +$78.9K 0.52% 37
2025
Q2 		$1.25M Buy
1,691
+199
+13% +$123K 0.62% 35
2025
Q1 		$860K Buy
1,492
+154
+12% +$99.4K 0.54% 38
2024
Q4 		$784K Buy
1,338
+56
+4% +$32.9K 0.51% 38
2024
Q3 		$734K Buy
1,282
+263
+26% +$135K 0.49% 40
2024
Q2 		$514K Buy
1,019
+27
+3% +$13.1K 0.39% 43
2024
Q1 		$482K Sell
992
-16
-2% -$7.14K 0.37% 47
2023
Q4 		$357K Buy
1,008
+10
+1% +$3.26K 0.3% 57
2023
Q3 		$300K Buy
998
+68
+7% +$20.5K 0.28% 57
2023
Q2 		$267K Buy
+930
New +$229K 0.24% 71

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

Waypoint Wealth Counsel's META Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Meta Platforms (Facebook) (META) stake by 46% in Q2 2026, selling an estimated $337K and leaving 654 shares worth $368K. The position accounts for 0.23% of the portfolio, ranked #74.

Waypoint Wealth Counsel first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Waypoint Wealth Counsel held 654 shares of Meta Platforms (Facebook) worth $368K as of Q2 2026.
  • Waypoint Wealth Counsel sold 551 Meta Platforms (Facebook) shares in Q2 2026, an estimated $337K.
  • Meta Platforms (Facebook) made up 0.23% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #74 holding.
  • Waypoint Wealth Counsel first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
  • Waypoint Wealth Counsel's Meta Platforms (Facebook) position peaked at $1.33M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.