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

WestHill 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	$398K	Sell	707 -54	-7%	-$33K	0.07%	58
2026 Q1	$435K	Sell	761 -3	-0.4%	-$1.92K	0.08%	50
2025 Q4	$504K	Buy	764 +58	+8%	+$38.7K	0.1%	47
2025 Q3	$518K	Sell	706 -4	-0.6%	-$2.98K	0.1%	41
2025 Q2	$524K	Buy	710 +2	+0.3%	+$1.24K	0.11%	40
2025 Q1	$408K	Buy	708 +9	+1%	+$5.81K	0.09%	47
2024 Q4	$409K	Sell	699 -5	-0.7%	-$2.94K	0.09%	48
2024 Q3	$403K	Buy	704 +25	+4%	+$12.9K	0.09%	49
2024 Q2	$342K	Sell	679 -20	-3%	-$9.72K	0.08%	51
2024 Q1	$339K	Sell	699 -1	-0.1%	-$446	0.08%	51
2023 Q4	$248K	Buy	+700	New	+$228K	0.07%	60

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

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

WestHill Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 7.1% in Q2 2026, selling an estimated $33K and leaving 707 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #58.

WestHill Financial Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $524K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

WestHill Financial Advisors held 707 shares of Meta Platforms (Facebook) worth $398K as of Q2 2026.
WestHill Financial Advisors sold 54 Meta Platforms (Facebook) shares in Q2 2026, an estimated $33K.
Meta Platforms (Facebook) made up 0.07% of WestHill Financial Advisors's portfolio in Q2 2026, its #58 holding.
WestHill Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
WestHill Financial Advisors's Meta Platforms (Facebook) position peaked at $524K in Q2 2025.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.