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Wiser Advisor Group’s Meta Platforms (Facebook) META Stock Holding History

Wiser Advisor 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 		$1.98M Buy
3,520
+11
+0.3% +$6.73K 2.17% 15
2026
Q1 		$2.01M Sell
3,509
-165
-4% -$106K 2.43% 12
2025
Q4 		$2.42M Buy
3,674
+38
+1% +$25.4K 2.77% 8
2025
Q3 		$2.67M Buy
3,636
+142
+4% +$106K 3.32% 6
2025
Q2 		$2.58M Buy
3,494
+33
+1% +$20.4K 4.48% 5
2025
Q1 		$1.99M Buy
3,461
+204
+6% +$132K 2.95% 11
2024
Q4 		$1.91M Buy
3,257
+123
+4% +$72.2K 2.77% 13
2024
Q3 		$1.79M Buy
3,134
+24
+0.8% +$12.3K 2.68% 12
2024
Q2 		$1.57M Buy
3,110
+44
+1% +$21.4K 2.47% 13
2024
Q1 		$1.49M Buy
3,066
+85
+3% +$37.9K 2.33% 12
2023
Q4 		$1.06M Buy
+2,981
New +$971K 1.75% 21

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

Wiser Advisor Group's META Position: Q2 2026 in Review

Wiser Advisor Group increased its Meta Platforms (Facebook) (META) stake by 0.31% in Q2 2026, buying an estimated $6.73K and bringing the position to 3,520 shares worth $1.98M. The position accounts for 2.17% of the portfolio, ranked #15.

Wiser Advisor Group first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wiser Advisor Group held 3,520 shares of Meta Platforms (Facebook) worth $1.98M as of Q2 2026.
  • Wiser Advisor Group bought 11 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.73K.
  • Meta Platforms (Facebook) made up 2.17% of Wiser Advisor Group's portfolio in Q2 2026, its #15 holding.
  • Wiser Advisor Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Meta Platforms (Facebook) position peaked at $2.67M in Q3 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.