Back to META

HCR Wealth Advisors → META

HCR Wealth Advisors META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$15.2M
Q3 2026
Peak value
$15.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$13.5M
Q1 2026$11.5M
Q2 2026$11.5M
Q3 2026$15.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.2M21.0K——
Q2 2026$11.5M20.3K——
Q1 2026$11.5M20.1K——
Q4 2025$13.5M20.4K——

Other funds holding META

Other HCR Wealth Advisors positions

AAPL

Apple Inc

$170.3M
AAPL

Apple Inc

$148.8M
AAPL

Apple Inc

$145.3M
AAPL

Apple Inc

$129.7M
VGES

Vanguard Growth Index Fund ETF

$126.9M
VGES

Vanguard Growth Index Fund ETF

$116.7M
VGES

Vanguard High Dividend Yield Index Fund ETF

$107.4M
VGES

Vanguard Growth Index Fund ETF

$106M