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Westover Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Westover Capital 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
Q1 		$5.14M Sell
8,985
-98
-1% -$62.8K 0.95% 29
2025
Q4 		$6M Buy
9,083
+1,018
+13% +$680K 1.09% 24
2025
Q3 		$5.92M Buy
8,065
+369
+5% +$275K 1.1% 24
2025
Q2 		$5.68M Buy
7,696
+398
+5% +$246K 1.14% 22
2025
Q1 		$4.21M Buy
7,298
+466
+7% +$301K 0.93% 26
2024
Q4 		$4M Buy
6,832
+417
+7% +$245K 0.88% 24
2024
Q3 		$3.67M Buy
6,415
+1,941
+43% +$999K 0.71% 34
2024
Q2 		$2.26M Buy
4,474
+555
+14% +$270K 0.58% 44
2024
Q1 		$1.9M Sell
3,919
-4
-0.1% -$1.78K 0.56% 53
2023
Q4 		$1.39M Buy
3,923
+1,636
+72% +$533K 0.45% 58
2023
Q3 		$687K Buy
2,287
+1
+0% +$301 0.25% 85
2023
Q2 		$656K Buy
+2,286
New +$564K 0.23% 88
2022
Q3 		– Sell
-7,517
Closed -$1.21M – 164
2022
Q2 		$1.21M Buy
7,517
+3,208
+74% +$619K 0.45% 59
2022
Q1 		$958K Buy
4,309
+2,764
+179% +$691K 0.3% 76
2021
Q4 		$520K Sell
1,545
-65
-4% -$21.6K 0.15% 106
2021
Q3 		$546K Buy
1,610
+278
+21% +$100K 0.17% 96
2021
Q2 		$463K Sell
1,332
-49
-4% -$15.7K 0.15% 107
2021
Q1 		$407K Sell
1,381
-284
-17% -$76.5K 0.14% 111
2020
Q4 		$455K Sell
1,665
-16
-1% -$4.39K 0.16% 98
2020
Q3 		$440K Sell
1,681
-134
-7% -$34.6K 0.18% 92
2020
Q2 		$412K Buy
1,815
+48
+3% +$10K 0.19% 85
2020
Q1 		$295K Sell
1,767
-67
-4% -$13.1K 0.16% 90
2019
Q4 		$376K Sell
1,834
-380
-17% -$73.6K 0.17% 97
2019
Q3 		$394K Sell
2,214
-131
-6% -$24.9K 0.19% 93
2019
Q2 		$453K Sell
2,345
-44
-2% -$8.04K 0.22% 81
2019
Q1 		$398K Sell
2,389
-476
-17% -$75.7K 0.21% 84
2018
Q4 		$376K Sell
2,865
-9,972
-78% -$1.44M 0.24% 78
2018
Q3 		$2.11M Sell
12,837
-296
-2% -$53.6K 1.07% 36
2018
Q2 		$2.55M Buy
13,133
+2,846
+28% +$514K 1.38% 28
2018
Q1 		$1.64M Buy
10,287
+5,026
+96% +$902K 0.89% 41
2017
Q4 		$928K Buy
5,261
+898
+21% +$159K 0.51% 62
2017
Q3 		$746K Buy
4,363
+1,912
+78% +$319K 0.44% 63
2017
Q2 		$370K Sell
2,451
-244
-9% -$36.3K 0.24% 79
2017
Q1 		$383K Sell
2,695
-71
-3% -$9.49K 0.26% 79
2016
Q4 		$318K Sell
2,766
-32
-1% -$3.93K 0.23% 80
2016
Q3 		$359K Sell
2,798
-65
-2% -$8.07K 0.27% 79
2016
Q2 		$327K Sell
2,863
-272
-9% -$31.3K 0.27% 72
2016
Q1 		$358K Buy
+3,135
New +$331K 0.3% 71

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

Westover Capital Advisors's META Position: Q1 2026 in Review

Westover Capital Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, selling an estimated $62.8K and leaving 8,985 shares worth $5.14M. The position accounts for 0.95% of the portfolio, ranked #29.

Westover Capital Advisors first reported a position in META in Q1 2016 and has held it in 38 quarters since. The position peaked at $6M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Westover Capital Advisors held 8,985 shares of Meta Platforms (Facebook) worth $5.14M as of Q1 2026.
  • Westover Capital Advisors sold 98 Meta Platforms (Facebook) shares in Q1 2026, an estimated $62.8K.
  • Meta Platforms (Facebook) made up 0.95% of Westover Capital Advisors's portfolio in Q1 2026, its #29 holding.
  • Westover Capital Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 38 quarters since.
  • Westover Capital Advisors's Meta Platforms (Facebook) position peaked at $6M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.