WWA
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WCG Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

WCG 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 		$32.5M Buy
57,689
+241
+0.4% +$147K 0.77% 31
2026
Q1 		$32.9M Buy
57,448
+2,854
+5% +$1.83M 0.92% 24
2025
Q4 		$36M Buy
54,594
+25,195
+86% +$16.8M 1.01% 23
2025
Q3 		$21.6M Buy
29,399
+8,257
+39% +$6.15M 1.35% 17
2025
Q2 		$15.6M Buy
21,142
+863
+4% +$533K 1.01% 24
2025
Q1 		$11.7M Sell
20,279
-2,443
-11% -$1.58M 0.89% 27
2024
Q4 		$13.3M Buy
22,722
+539
+2% +$316K 0.88% 28
2024
Q3 		$12.7M Buy
22,183
+514
+2% +$264K 0.86% 31
2024
Q2 		$10.9M Buy
21,669
+277
+1% +$135K 0.81% 37
2024
Q1 		$10.4M Sell
21,392
-9,422
-31% -$4.2M 0.87% 32
2023
Q4 		$10.9M Sell
30,814
-5,683
-16% -$1.85M 0.8% 39
2023
Q3 		$11.1M Buy
36,497
+4,524
+14% +$1.36M 0.81% 37
2023
Q2 		$9.18M Sell
31,973
-1,478
-4% -$365K 1.07% 31
2023
Q1 		$7.09M Buy
33,451
+1,241
+4% +$211K 0.91% 33
2022
Q4 		$3.88M Buy
32,210
+3,182
+11% +$374K 0.53% 50
2022
Q3 		$4.41M Sell
29,028
-2,126
-7% -$345K 0.58% 42
2022
Q2 		$5.02M Buy
+31,154
New +$6.01M 0.7% 34

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

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

WCG Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.42% in Q2 2026, buying an estimated $147K and bringing the position to 57,689 shares worth $32.5M. The position accounts for 0.77% of the portfolio, ranked #31.

WCG Wealth Advisors first reported a position in META in Q2 2022 and has held it in 17 quarters since. The position peaked at $36M in Q4 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WCG Wealth Advisors held 57,689 shares of Meta Platforms (Facebook) worth $32.5M as of Q2 2026.
  • WCG Wealth Advisors bought 241 Meta Platforms (Facebook) shares in Q2 2026, an estimated $147K.
  • Meta Platforms (Facebook) made up 0.77% of WCG Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • WCG Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Meta Platforms (Facebook) position peaked at $36M in Q4 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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