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Wharton Business Group’s Meta Platforms (Facebook) META Stock Holding History

Wharton Business 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 		$1.37M Sell
2,424
-165
-6% -$101K 0.05% 77
2026
Q1 		$1.48M Hold
2,589
– – 0.06% 73
2025
Q4 		$1.71M Buy
2,589
+162
+7% +$108K 0.07% 69
2025
Q3 		$1.78M Buy
2,427
+3
+0.1% +$2.23K 0.08% 69
2025
Q2 		$1.79M Hold
2,424
– – 0.08% 70
2025
Q1 		$1.4M Hold
2,424
– – 0.06% 71
2024
Q4 		$1.42M Hold
2,424
– – 0.06% 73
2024
Q3 		$1.39M Sell
2,424
-63
-3% -$32.4K 0.06% 76
2024
Q2 		$1.25M Buy
2,487
+63
+3% +$30.6K 0.06% 73
2024
Q1 		$1.18M Hold
2,424
– – 0.06% 75
2023
Q4 		$858K Hold
2,424
– – 0.04% 80
2023
Q3 		$728K Hold
2,424
– – 0.04% 84
2023
Q2 		$696K Sell
2,424
-145
-6% -$35.8K 0.05% 78
2023
Q1 		$544K Hold
2,569
– – 0.03% 86
2022
Q4 		$309K Hold
2,569
– – 0.02% 114
2022
Q3 		$348K Hold
2,569
– – 0.02% 101
2022
Q2 		$414K Hold
2,569
– – 0.03% 93
2022
Q1 		$571K Hold
2,569
– – 0.03% 81
2021
Q4 		$864K Hold
2,569
– – 0.05% 71
2021
Q3 		$872K Hold
2,569
– – 0.09% 40
2021
Q2 		$893K Sell
2,569
-440
-15% -$141K 0.07% 60
2021
Q1 		$886K Hold
3,009
– – 0.07% 61
2020
Q4 		$822K Hold
3,009
– – 0.07% 61
2020
Q3 		$788K Hold
3,009
– – 0.07% 60
2020
Q2 		$683K Buy
3,009
+144
+5% +$30.1K 0.07% 60
2020
Q1 		$478K Buy
2,865
+13
+0.5% +$2.54K 0.05% 60
2019
Q4 		$585K Buy
+2,852
New +$552K 0.05% 64

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

Wharton Business Group's META Position: Q2 2026 in Review

Wharton Business Group reduced its Meta Platforms (Facebook) (META) stake by 6.4% in Q2 2026, selling an estimated $101K and leaving 2,424 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #77.

Wharton Business Group first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.79M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wharton Business Group held 2,424 shares of Meta Platforms (Facebook) worth $1.37M as of Q2 2026.
  • Wharton Business Group sold 165 Meta Platforms (Facebook) shares in Q2 2026, an estimated $101K.
  • Meta Platforms (Facebook) made up 0.05% of Wharton Business Group's portfolio in Q2 2026, its #77 holding.
  • Wharton Business Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Wharton Business Group's Meta Platforms (Facebook) position peaked at $1.79M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.