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

Worth Financial 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	$1.83M	Buy	+3,241	New	+$1.98M	0.76%	33
2026 Q1	–	Sell	-3,342	Closed	-$2.21M	–	132
2025 Q4	$2.21M	Buy	3,342 +162	+5%	+$108K	1.07%	20
2025 Q3	$2.34M	Sell	3,180 -73	-2%	-$54.3K	1.31%	20
2025 Q2	$2.4M	Buy	3,253 +325	+11%	+$201K	1.47%	17
2025 Q1	$1.69M	Buy	2,928 +470	+19%	+$303K	1.07%	21
2024 Q4	$1.44M	Sell	2,458 -53	-2%	-$31.1K	0.89%	27
2024 Q3	$1.44M	Buy	2,511 +55	+2%	+$28.3K	0.84%	27
2024 Q2	$1.24M	Buy	2,456 +743	+43%	+$361K	0.81%	27
2024 Q1	$832K	Buy	1,713 +120	+8%	+$53.5K	0.58%	48
2023 Q4	$564K	Sell	1,593 -26	-2%	-$8.47K	0.45%	62
2023 Q3	$486K	Buy	1,619 +20	+1%	+$6.03K	0.44%	62
2023 Q2	$459K	Buy	1,599 +95	+6%	+$23.4K	0.43%	69
2023 Q1	$319K	Buy	+1,504	New	+$256K	0.3%	84

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Worth Financial Advisory Group's META Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 3,241 shares worth $1.83M. The stake represents 0.76% of the portfolio and ranks #33 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in META as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.4M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

Worth Financial Advisory Group held 3,241 shares of Meta Platforms (Facebook) worth $1.83M as of Q2 2026.
Meta Platforms (Facebook) was a new Worth Financial Advisory Group position in Q2 2026.
Meta Platforms (Facebook) made up 0.76% of Worth Financial Advisory Group's portfolio in Q2 2026, its #33 holding.
Worth Financial Advisory Group first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
Worth Financial Advisory Group's Meta Platforms (Facebook) position peaked at $2.4M in Q2 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.