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

Wealth Alliance’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
Q1 		$7.84M Buy
13,706
+964
+8% +$618K 0.77% 23
2025
Q4 		$8.41M Sell
12,742
-294
-2% -$196K 0.82% 24
2025
Q3 		$9.57M Sell
13,036
-5
-0% -$3.72K 0.98% 19
2025
Q2 		$9.63M Buy
13,041
+1,406
+12% +$869K 1.07% 15
2025
Q1 		$6.71M Buy
11,635
+252
+2% +$163K 0.81% 20
2024
Q4 		$6.67M Sell
11,383
-133
-1% -$78.1K 0.8% 19
2024
Q3 		$6.59M Sell
11,516
-42
-0.4% -$21.6K 0.79% 18
2024
Q2 		$5.83M Sell
11,558
-1,084
-9% -$527K 0.75% 21
2024
Q1 		$6.14M Sell
12,642
-954
-7% -$426K 0.81% 17
2023
Q4 		$4.81M Buy
13,596
+146
+1% +$47.5K 0.67% 21
2023
Q3 		$4.04M Buy
13,450
+231
+2% +$69.6K 0.64% 21
2023
Q2 		$3.79M Buy
13,219
+769
+6% +$190K 0.57% 26
2023
Q1 		$2.64M Buy
12,450
+1,397
+13% +$238K 0.43% 38
2022
Q4 		$1.33M Sell
11,053
-4,441
-29% -$521K 0.24% 96
2022
Q3 		$2.1M Buy
15,494
+2,259
+17% +$366K 0.41% 39
2022
Q2 		$2.13M Buy
13,235
+991
+8% +$191K 0.41% 44
2022
Q1 		$2.72M Buy
12,244
+346
+3% +$86.5K 0.56% 28
2021
Q4 		$4M Sell
11,898
-1,857
-14% -$617K 0.8% 19
2021
Q3 		$4.67M Buy
13,755
+184
+1% +$66.3K 1.05% 16
2021
Q2 		$4.72M Buy
13,571
+534
+4% +$171K 1.11% 13
2021
Q1 		$3.84M Buy
13,037
+285
+2% +$76.7K 1.08% 15
2020
Q4 		$3.48M Buy
12,752
+863
+7% +$237K 1.03% 16
2020
Q3 		$3.11M Buy
11,889
+125
+1% +$32.2K 1.12% 18
2020
Q2 		$2.67M Buy
11,764
+2,384
+25% +$498K 1.06% 17
2020
Q1 		$1.56M Buy
+9,380
New +$1.84M 0.84% 25

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Alliance's META Position: Q1 2026 in Review

Wealth Alliance increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q1 2026, buying an estimated $618K and bringing the position to 13,706 shares worth $7.84M. The position accounts for 0.77% of the portfolio, ranked #23.

Wealth Alliance first reported a position in META in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.63M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wealth Alliance held 13,706 shares of Meta Platforms (Facebook) worth $7.84M as of Q1 2026.
  • Wealth Alliance bought 964 Meta Platforms (Facebook) shares in Q1 2026, an estimated $618K.
  • Meta Platforms (Facebook) made up 0.77% of Wealth Alliance's portfolio in Q1 2026, its #23 holding.
  • Wealth Alliance first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Meta Platforms (Facebook) position peaked at $9.63M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.