WAG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wiser Advisor Group's META Position: Q1 2026 in Review

Wiser Advisor Group reduced its Meta Platforms (Facebook) (META) stake by 4.5% in Q1 2026, selling an estimated $106K and leaving 3,509 shares worth $2.01M. The position accounts for 2.43% of the portfolio, ranked #12.

Wiser Advisor Group first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wiser Advisor Group held 3,509 shares of Meta Platforms (Facebook) worth $2.01M as of Q1 2026.
  • Wiser Advisor Group sold 165 Meta Platforms (Facebook) shares in Q1 2026, an estimated $106K.
  • Meta Platforms (Facebook) made up 2.43% of Wiser Advisor Group's portfolio in Q1 2026, its #12 holding.
  • Wiser Advisor Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Meta Platforms (Facebook) position peaked at $2.67M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.