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Wealthspire Advisors (New York)’s Meta Platforms (Facebook) META Stock Holding History

Wealthspire Advisors (New York)’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 		$16.6M Sell
28,928
-19,302
-40% -$12.4M 0.13% 84
2025
Q4 		$31.8M Buy
48,230
+23,191
+93% +$15.5M 0.25% 61
2025
Q3 		$18.4M Sell
25,039
-1,802
-7% -$1.34M 0.1% 84
2025
Q2 		$19.8M Buy
26,841
+2,627
+11% +$1.62M 0.11% 79
2025
Q1 		$14M Sell
24,214
-695
-3% -$448K 0.08% 95
2024
Q4 		$14.6M Buy
24,909
+2,959
+13% +$1.74M 0.15% 77
2024
Q3 		$12.6M Buy
21,950
+2,272
+12% +$1.17M 0.13% 84
2024
Q2 		$9.92M Buy
19,678
+2,676
+16% +$1.3M 0.13% 79
2024
Q1 		$8.26M Sell
17,002
-2,364
-12% -$1.05M 0.11% 86
2023
Q4 		$6.85M Buy
19,366
+1,193
+7% +$389K 0.1% 95
2023
Q3 		$5.46M Buy
18,173
+410
+2% +$124K 0.09% 101
2023
Q2 		$5.1M Buy
17,763
+555
+3% +$137K 0.08% 96
2023
Q1 		$3.65M Sell
17,208
-7,631
-31% -$1.3M 0.06% 109
2022
Q4 		$2.99M Buy
24,839
+6,272
+34% +$736K 0.05% 122
2022
Q3 		$2.52M Sell
18,567
-1,948
-9% -$316K 0.05% 123
2022
Q2 		$3.31M Buy
20,515
+3,009
+17% +$580K 0.07% 113
2022
Q1 		$3.89M Sell
17,506
-9,104
-34% -$2.28M 0.09% 88
2021
Q4 		$8.95M Sell
26,610
-5,109
-16% -$1.7M 0.2% 52
2021
Q3 		$10.8M Buy
31,719
+20,061
+172% +$7.23M 0.22% 52
2021
Q2 		$4.05M Sell
11,658
-52,997
-82% -$17M 0.11% 73
2021
Q1 		$19M Buy
64,655
+16,744
+35% +$4.51M 0.45% 31
2020
Q4 		$13.1M Buy
47,911
+14,574
+44% +$4M 0.39% 35
2020
Q3 		$8.73M Buy
33,337
+4,896
+17% +$1.26M 0.52% 28
2020
Q2 		$6.46M Sell
28,441
-18,395
-39% -$3.84M 0.45% 32
2020
Q1 		$7.81M Buy
46,836
+34,011
+265% +$6.66M 0.33% 44
2019
Q4 		$2.63M Buy
12,825
+1,280
+11% +$248K 0.19% 34
2019
Q3 		$2.06M Buy
11,545
+6,518
+130% +$1.24M 0.17% 31
2019
Q2 		$970K Buy
+5,027
New +$918K 0.08% 33
2019
Q1 		– Sell
-2,540
Closed -$333K – 499
2018
Q4 		$333K Buy
+2,540
New +$368K 0.03% 48

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

Wealthspire Advisors (New York)'s META Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Meta Platforms (Facebook) (META) stake by 40% in Q1 2026, selling an estimated $12.4M and leaving 28,928 shares worth $16.6M. The position accounts for 0.13% of the portfolio, ranked #84.

Wealthspire Advisors (New York) first reported a position in META in Q4 2018 and has held it in 29 quarters since. The position peaked at $31.8M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wealthspire Advisors (New York) held 28,928 shares of Meta Platforms (Facebook) worth $16.6M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 19,302 Meta Platforms (Facebook) shares in Q1 2026, an estimated $12.4M.
  • Meta Platforms (Facebook) made up 0.13% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #84 holding.
  • Wealthspire Advisors (New York) first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Meta Platforms (Facebook) position peaked at $31.8M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.