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Westwood Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Westwood Wealth Management’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
2024
Q3 		– Hold
0
– -$10.1M – 41
2024
Q2 		– Hold
0
– – – 8
2023
Q2 		– Sell
-5,000
Closed -$1.06M – 47
2023
Q1 		$1.06M Buy
+5,000
New +$852K 0.94% 20

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 $3.38T AUM 44.17% 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

Westwood Wealth Management's META Position: Q2 2026 in Review

Westwood Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 21% in Q2 2026, selling an estimated $3.49M and leaving 21,050 shares worth $11.9M. The position accounts for 3.44% of the portfolio, ranked #6.

Westwood Wealth Management first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $25.7M in Q2 2025. 5,086 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Westwood Wealth Management held 21,050 shares of Meta Platforms (Facebook) worth $11.9M as of Q2 2026.
  • Westwood Wealth Management sold 5,713 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.49M.
  • Meta Platforms (Facebook) made up 3.44% of Westwood Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Westwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • Westwood Wealth Management's Meta Platforms (Facebook) position peaked at $25.7M in Q2 2025.
  • 5,086 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.