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Bernardo Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Bernardo Wealth Planning’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 		$1.09M Buy
1,936
+285
+17% +$174K 0.19% 54
2026
Q1 		$945K Buy
1,651
+153
+10% +$98.1K 0.18% 53
2025
Q4 		$989K Buy
1,498
+338
+29% +$226K 0.19% 52
2025
Q3 		$852K Buy
1,160
+45
+4% +$33.5K 0.17% 51
2025
Q2 		$823K Sell
1,115
-304
-21% -$188K 0.18% 51
2025
Q1 		$818K Sell
1,419
-19
-1% -$12.3K 0.2% 48
2024
Q4 		$886K Buy
1,438
+131
+10% +$76.9K 0.21% 49
2024
Q3 		$754K Buy
1,307
+26
+2% +$13.4K 0.18% 50
2024
Q2 		$646K Buy
1,281
+96
+8% +$46.7K 0.17% 50
2024
Q1 		$575K Sell
1,185
-1,207
-50% -$538K 0.16% 54
2023
Q4 		$847K Hold
2,392
– – 0.27% 46
2023
Q3 		$718K Buy
2,392
+67
+3% +$20.2K 0.28% 42
2023
Q2 		$667K Sell
2,325
-100
-4% -$24.7K 0.27% 45
2023
Q1 		$514K Hold
2,425
– – 0.22% 55
2022
Q4 		$292K Sell
2,425
-262
-10% -$30.8K 0.14% 68
2022
Q3 		$349K Sell
2,687
-4
-0.1% -$648 0.2% 57
2022
Q2 		$433K Buy
2,691
+50
+2% +$9.65K 0.25% 51
2022
Q1 		$587K Buy
2,641
+1,118
+73% +$279K 0.29% 45
2021
Q4 		$512K Buy
1,523
+400
+36% +$133K 0.25% 46
2021
Q3 		$381K Sell
1,123
-45
-4% -$16.2K 0.22% 53
2021
Q2 		$406K Sell
1,168
-15
-1% -$4.81K 0.24% 50
2021
Q1 		$348K Sell
1,183
-8,623
-88% -$2.32M 0.22% 53
2020
Q4 		$2.68M Buy
9,806
+58
+0.6% +$15.9K 1.03% 18
2020
Q3 		$2.55M Buy
9,748
+367
+4% +$94.6K 1.15% 17
2020
Q2 		$2.13M Buy
9,381
+213
+2% +$44.5K 1.14% 19
2020
Q1 		$1.53M Buy
9,168
+236
+3% +$46.2K 1.06% 20
2019
Q4 		$1.83M Sell
8,932
-171
-2% -$33.1K 1.11% 19
2019
Q3 		$1.62M Sell
9,103
-352
-4% -$66.9K 1.17% 18
2019
Q2 		$1.82M Sell
9,455
-1,103
-10% -$202K 1.43% 16
2019
Q1 		$1.76M Buy
10,558
+154
+1% +$24.5K 1.39% 17
2018
Q4 		$1.36M Buy
+10,404
New +$1.51M 1.21% 19

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

Bernardo Wealth Planning's META Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $174K and bringing the position to 1,936 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #54.

Bernardo Wealth Planning first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.68M in Q4 2020. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bernardo Wealth Planning held 1,936 shares of Meta Platforms (Facebook) worth $1.09M as of Q2 2026.
  • Bernardo Wealth Planning bought 285 Meta Platforms (Facebook) shares in Q2 2026, an estimated $174K.
  • Meta Platforms (Facebook) made up 0.19% of Bernardo Wealth Planning's portfolio in Q2 2026, its #54 holding.
  • Bernardo Wealth Planning first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's Meta Platforms (Facebook) position peaked at $2.68M in Q4 2020.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.