Zinnia Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$370K Buy
657
+10
+2% +$6.12K 0.38% 56
2026
Q1
$370K Buy
647
+106
+20% +$67.9K 0.41% 58
2025
Q4
$357K Buy
+541
New +$361K 0.39% 59

Other funds holding META

Zinnia Wealth Advisory's META Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q2 2026, buying an estimated $6.12K and bringing the position to 657 shares worth $370K. The position accounts for 0.38% of the portfolio, ranked #56.

Zinnia Wealth Advisory first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 5,051 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Zinnia Wealth Advisory held 657 shares of Meta Platforms (Facebook) worth $370K as of Q2 2026.
  • Zinnia Wealth Advisory bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
  • Meta Platforms (Facebook) made up 0.38% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #56 holding.
  • Zinnia Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Meta Platforms (Facebook) position peaked at $370K in Q1 2026.
  • 5,051 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.