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

Wealth Forward LLC’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 		$290K Buy
514
+18
+4% +$11K 0.14% 39
2026
Q1 		$284K Buy
496
+6
+1% +$3.85K 0.16% 34
2025
Q4 		$323K Buy
+490
New +$327K 0.18% 33

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 Forward LLC's META Position: Q2 2026 in Review

Wealth Forward LLC increased its Meta Platforms (Facebook) (META) stake by 3.6% in Q2 2026, buying an estimated $11K and bringing the position to 514 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #39.

Wealth Forward LLC first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Forward LLC held 514 shares of Meta Platforms (Facebook) worth $290K as of Q2 2026.
  • Wealth Forward LLC bought 18 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11K.
  • Meta Platforms (Facebook) made up 0.14% of Wealth Forward LLC's portfolio in Q2 2026, its #39 holding.
  • Wealth Forward LLC first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Wealth Forward LLC's Meta Platforms (Facebook) position peaked at $323K in Q4 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.