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Wheelhouse Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Wheelhouse Advisory 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 		$273K Hold
485
– – 0.08% 46
2026
Q1 		$278K Sell
485
-54
-10% -$34.6K 0.09% 39
2025
Q4 		$360K Buy
539
+127
+31% +$84.8K 0.14% 35
2025
Q3 		$303K Sell
412
-1
-0.2% -$744 0.13% 40
2025
Q2 		$305K Buy
413
+27
+7% +$16.7K 0.15% 36
2025
Q1 		$223K Buy
386
+6
+2% +$3.87K 0.13% 38
2024
Q4 		$223K Buy
380
+18
+5% +$10.6K 0.13% 40
2024
Q3 		$208K Buy
+362
New +$186K 0.13% 40

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wheelhouse Advisory Group's META Position: Q2 2026 in Review

Wheelhouse Advisory Group held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 485 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #46.

Wheelhouse Advisory Group first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $360K in Q4 2025. 3,366 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wheelhouse Advisory Group held 485 shares of Meta Platforms (Facebook) worth $273K as of Q2 2026.
  • Wheelhouse Advisory Group left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.08% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #46 holding.
  • Wheelhouse Advisory Group first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • Wheelhouse Advisory Group's Meta Platforms (Facebook) position peaked at $360K in Q4 2025.
  • 3,366 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.