Beta Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Beta Wealth 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	$275K	Buy	480 +2	+0.4%	+$1.28K	0.11%	104
2025 Q4	$315K	Hold	478	–	–	0.13%	101
2025 Q3	$351K	Sell	478 -1	-0.2%	-$744	0.14%	100
2025 Q2	$353K	Sell	479 -158	-25%	-$97.6K	0.13%	85
2025 Q1	$367K	Sell	637 -1,886	-75%	-$1.22M	0.13%	81
2024 Q4	$1.48M	Buy	2,523 +12	+0.5%	+$7.04K	0.65%	37
2024 Q3	$1.44M	Buy	2,511 +2,094	+502%	+$1.08M	0.65%	37
2024 Q2	$210K	Hold	417	–	–	0.1%	97
2024 Q1	$203K	Sell	417 -189	-31%	-$84.3K	0.1%	98
2023 Q4	$215K	Buy	+606	New	+$197K	0.11%	101
2022 Q3	–	Sell	-1,406	Closed	-$227K	–	97
2022 Q2	$227K	Hold	1,406	–	–	0.15%	77
2022 Q1	$313K	Hold	1,406	–	–	0.21%	69
2021 Q4	$477K	Hold	1,406	–	–	0.34%	42
2021 Q3	$477K	Hold	1,406	–	–	0.34%	42
2021 Q2	$489K	Hold	1,406	–	–	0.34%	42
2021 Q1	$414K	Buy	+1,406	New	+$379K	0.3%	45

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beta Wealth Group's META Position: Q1 2026 in Review

Beta Wealth Group increased its Meta Platforms (Facebook) (META) stake by 0.42% in Q1 2026, buying an estimated $1.28K and bringing the position to 480 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #104.

Beta Wealth Group first reported a position in META in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.48M in Q4 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Beta Wealth Group held 480 shares of Meta Platforms (Facebook) worth $275K as of Q1 2026.
Beta Wealth Group bought 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
Meta Platforms (Facebook) made up 0.11% of Beta Wealth Group's portfolio in Q1 2026, its #104 holding.
Beta Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 16 quarters since.
Beta Wealth Group's Meta Platforms (Facebook) position peaked at $1.48M in Q4 2024.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.