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
Q2 		$2M Buy
3,547
+128
+4% +$78.3K 0.15% 70
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 $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

Wescott Financial Advisory Group's META Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q2 2026, buying an estimated $78.3K and bringing the position to 3,547 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #70.

Wescott Financial Advisory Group first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2025. 5,074 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wescott Financial Advisory Group held 3,547 shares of Meta Platforms (Facebook) worth $2M as of Q2 2026.
  • Wescott Financial Advisory Group bought 128 Meta Platforms (Facebook) shares in Q2 2026, an estimated $78.3K.
  • Meta Platforms (Facebook) made up 0.15% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Wescott Financial Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Wescott Financial Advisory Group's Meta Platforms (Facebook) position peaked at $2.33M in Q4 2025.
  • 5,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.