WWA
META icon

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

Wingate Wealth 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 		$578K Sell
1,027
-405
-28% -$248K 0.25% 69
2026
Q1 		$819K Sell
1,432
-154
-10% -$98.7K 0.44% 56
2025
Q4 		$1.05M Buy
1,586
+333
+27% +$222K 0.58% 49
2025
Q3 		$920K Buy
1,253
+611
+95% +$455K 0.64% 48
2025
Q2 		$474K Buy
642
+89
+16% +$55K 0.42% 62
2025
Q1 		$319K Buy
553
+22
+4% +$14.2K 0.37% 74
2024
Q4 		$311K Buy
+531
New +$312K 0.31% 73

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

Wingate Wealth Advisors's META Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, selling an estimated $248K and leaving 1,027 shares worth $578K. The position accounts for 0.25% of the portfolio, ranked #69.

Wingate Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wingate Wealth Advisors held 1,027 shares of Meta Platforms (Facebook) worth $578K as of Q2 2026.
  • Wingate Wealth Advisors sold 405 Meta Platforms (Facebook) shares in Q2 2026, an estimated $248K.
  • Meta Platforms (Facebook) made up 0.25% of Wingate Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Wingate Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.05M in Q4 2025.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.