WFAG
META icon

Wescott Financial Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Wescott Financial Advisory Group’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 		$1.96M Sell
3,419
-113
-3% -$72.4K 0.17% 68
2025
Q4 		$2.33M Buy
3,532
+366
+12% +$244K 0.2% 60
2025
Q3 		$2.33M Buy
3,166
+53
+2% +$39.4K 0.21% 57
2025
Q2 		$2.3M Buy
3,113
+5
+0.2% +$3.09K 0.22% 57
2025
Q1 		$1.79M Buy
3,108
+47
+2% +$30.3K 0.19% 59
2024
Q4 		$1.79M Buy
3,061
+105
+4% +$61.6K 0.19% 58
2024
Q3 		$1.69M Buy
2,956
+30
+1% +$15.4K 0.18% 64
2024
Q2 		$1.48M Sell
2,926
-554
-16% -$269K 0.17% 68
2024
Q1 		$1.69M Buy
3,480
+8
+0.2% +$3.57K 0.21% 55
2023
Q4 		$1.23M Sell
3,472
-40
-1% -$13K 0.17% 66
2023
Q3 		$1.05M Buy
3,512
+20
+0.6% +$6.03K 0.19% 65
2023
Q2 		$1M Buy
3,492
+134
+4% +$33.1K 0.18% 71
2023
Q1 		$712K Sell
3,358
-164
-5% -$27.9K 0.15% 76
2022
Q4 		$424K Buy
3,522
+711
+25% +$83.5K 0.09% 98
2022
Q3 		$381K Buy
2,811
+125
+5% +$20.3K 0.11% 96
2022
Q2 		$433K Sell
2,686
-22
-0.8% -$4.24K 0.12% 87
2022
Q1 		$602K Buy
2,708
+19
+0.7% +$4.75K 0.16% 73
2021
Q4 		$904K Sell
2,689
-622
-19% -$207K 0.47% 27
2021
Q3 		$1.12M Sell
3,311
-24
-0.7% -$8.64K 0.64% 22
2021
Q2 		$1.25M Buy
3,335
+315
+10% +$101K 0.73% 18
2021
Q1 		$889K Buy
3,020
+400
+15% +$108K 0.58% 20
2020
Q4 		$716K Buy
+2,620
New +$718K 0.5% 21

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

Wescott Financial Advisory Group's META Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 3.2% in Q1 2026, selling an estimated $72.4K and leaving 3,419 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #68.

Wescott Financial Advisory Group first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.33M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wescott Financial Advisory Group held 3,419 shares of Meta Platforms (Facebook) worth $1.96M as of Q1 2026.
  • Wescott Financial Advisory Group sold 113 Meta Platforms (Facebook) shares in Q1 2026, an estimated $72.4K.
  • Meta Platforms (Facebook) made up 0.17% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #68 holding.
  • Wescott Financial Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Wescott Financial Advisory Group's Meta Platforms (Facebook) position peaked at $2.33M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.