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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
Q2 		$6.6M Sell
11,722
-1,984
-14% -$1.21M 0.55% 38
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 $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

Wealth Alliance's META Position: Q2 2026 in Review

Wealth Alliance reduced its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, selling an estimated $1.21M and leaving 11,722 shares worth $6.6M. The position accounts for 0.55% of the portfolio, ranked #38.

Wealth Alliance first reported a position in META in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.63M in Q2 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Alliance held 11,722 shares of Meta Platforms (Facebook) worth $6.6M as of Q2 2026.
  • Wealth Alliance sold 1,984 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.21M.
  • Meta Platforms (Facebook) made up 0.55% of Wealth Alliance's portfolio in Q2 2026, its #38 holding.
  • Wealth Alliance first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Meta Platforms (Facebook) position peaked at $9.63M in Q2 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.