West Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

West Financial Advisors’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	$104K	Hold	185	–	–	0.02%	84
2026 Q1	$106K	Sell	185 -17	-8%	-$10.9K	0.02%	74
2025 Q4	$133K	Buy	202 +17	+9%	+$11.4K	0.02%	69
2025 Q3	$136K	Buy	185 +100	+118%	+$74.4K	0.02%	74
2025 Q2	$62.7K	Hold	85	–	–	0.01%	93
2025 Q1	$49K	Hold	85	–	–	0.01%	101
2024 Q4	$49.8K	Hold	85	–	–	0.01%	93
2024 Q3	$48.7K	Buy	+85	New	+$43.7K	0.01%	89
2023 Q3	–	Sell	-975	Closed	-$280K	–	211
2023 Q2	$280K	Hold	975	–	–	0.07%	45
2023 Q1	$207K	Hold	975	–	–	0.05%	52
2022 Q4	$117K	Hold	975	–	–	0.03%	63
2022 Q3	$132K	Hold	975	–	–	0.04%	68
2022 Q2	$157K	Hold	975	–	–	0.05%	60
2022 Q1	$217K	Hold	975	–	–	0.06%	55
2021 Q4	$328K	Sell	975 -455	-32%	-$151K	0.09%	49
2021 Q3	$485K	Hold	1,430	–	–	0.14%	35
2021 Q2	$497K	Sell	1,430 -100	-7%	-$32.1K	0.15%	31
2021 Q1	$451K	Hold	1,530	–	–	0.15%	32
2020 Q4	$418K	Buy	+1,530	New	+$419K	0.15%	33

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

West Financial Advisors's META Position: Q2 2026 in Review

West Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 185 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #84.

West Financial Advisors first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $497K in Q2 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

West Financial Advisors held 185 shares of Meta Platforms (Facebook) worth $104K as of Q2 2026.
West Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #84 holding.
West Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
West Financial Advisors's Meta Platforms (Facebook) position peaked at $497K in Q2 2021.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.