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

Whipplewood 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 		$37.2K Sell
66
-475
-88% -$290K 0.03% 159
2026
Q1 		$310K Buy
541
+512
+1,766% +$328K 0.16% 108
2025
Q4 		$19.1K Buy
+29
New +$19.4K 0.01% 250
2025
Q3 		– Sell
-1,322
Closed -$976K – 827
2025
Q2 		$976K Sell
1,322
-43
-3% -$26.6K 0.54% 49
2025
Q1 		$779K Sell
1,365
-26
-2% -$16.8K 0.46% 56
2024
Q4 		$814K Buy
+1,391
New +$816K 0.46% 57

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

Whipplewood Advisors's META Position: Q2 2026 in Review

Whipplewood Advisors reduced its Meta Platforms (Facebook) (META) stake by 88% in Q2 2026, selling an estimated $290K and leaving 66 shares worth $37.2K. The position accounts for 0.03% of the portfolio, ranked #159.

Whipplewood Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $976K in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Whipplewood Advisors held 66 shares of Meta Platforms (Facebook) worth $37.2K as of Q2 2026.
  • Whipplewood Advisors sold 475 Meta Platforms (Facebook) shares in Q2 2026, an estimated $290K.
  • Meta Platforms (Facebook) made up 0.03% of Whipplewood Advisors's portfolio in Q2 2026, its #159 holding.
  • Whipplewood Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Meta Platforms (Facebook) position peaked at $976K in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.