WAG
META icon

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

Windsor 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 		$244K Buy
+434
New +$265K 0.18% 64
2026
Q1 		– Sell
-323
Closed -$213K – 98
2025
Q4 		$213K Sell
323
-982
-75% -$656K 0.19% 53
2025
Q3 		$958K Buy
+1,305
New +$971K 0.85% 24

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

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

Windsor Advisory Group opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 434 shares worth $244K. The stake represents 0.18% of the portfolio and ranks #64 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in META as recently as Q4 2025.

Windsor Advisory Group first reported a position in META in Q3 2025 and has held it in 3 quarters since. The position peaked at $958K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Windsor Advisory Group held 434 shares of Meta Platforms (Facebook) worth $244K as of Q2 2026.
  • Meta Platforms (Facebook) was a new Windsor Advisory Group position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.18% of Windsor Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Windsor Advisory Group first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 3 quarters since.
  • Windsor Advisory Group's Meta Platforms (Facebook) position peaked at $958K in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.