Cadence Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Cadence Wealth Management’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	$1.21M	Buy	2,107 +18	+0.9%	+$11.5K	0.5%	27
2025 Q4	$1.38M	Buy	2,089 +71	+4%	+$47.4K	0.67%	17
2025 Q3	$1.48M	Buy	2,018 +4	+0.2%	+$2.98K	0.78%	15
2025 Q2	$1.49M	Buy	2,014 +6	+0.3%	+$3.71K	0.98%	13
2025 Q1	$1.16M	Buy	2,008 +1	+0%	+$645	0.86%	14
2024 Q4	$1.18M	Buy	2,007 +1	+0%	+$587	0.78%	16
2024 Q3	$1.15M	Buy	2,006 +1	+0%	+$515	0.93%	12
2024 Q2	$1.01M	Buy	2,005 +1	+0%	+$486	0.71%	13
2024 Q1	$973K	Buy	2,004 +7	+0.4%	+$3.12K	1%	9
2023 Q4	$707K	Buy	1,997 +15	+0.8%	+$4.88K	0.56%	13
2023 Q3	$595K	Sell	1,982 -8	-0.4%	-$2.41K	0.49%	15
2023 Q2	$571K	Buy	1,990 +3	+0.2%	+$740	0.55%	13
2023 Q1	$421K	Buy	1,987 +20	+1%	+$3.41K	0.43%	15
2022 Q4	$237K	Buy	1,967 +5	+0.3%	+$587	0.2%	21
2022 Q3	$266K	Hold	1,962	–	–	0.25%	21
2022 Q2	$316K	Hold	1,962	–	–	0.33%	21
2022 Q1	$436K	Sell	1,962 -19	-1%	-$4.75K	0.33%	20
2021 Q4	$666K	Hold	1,981	–	–	0.73%	11
2021 Q3	$672K	Hold	1,981	–	–	0.76%	13
2021 Q2	$689K	Hold	1,981	–	–	0.58%	16
2021 Q1	$584K	Buy	+1,981	New	+$533K	0.53%	18

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

Cadence Wealth Management's META Position: Q1 2026 in Review

Cadence Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.86% in Q1 2026, buying an estimated $11.5K and bringing the position to 2,107 shares worth $1.21M. The position accounts for 0.5% of the portfolio, ranked #27.

Cadence Wealth Management first reported a position in META in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.49M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Cadence Wealth Management held 2,107 shares of Meta Platforms (Facebook) worth $1.21M as of Q1 2026.
Cadence Wealth Management bought 18 Meta Platforms (Facebook) shares in Q1 2026, an estimated $11.5K.
Meta Platforms (Facebook) made up 0.5% of Cadence Wealth Management's portfolio in Q1 2026, its #27 holding.
Cadence Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's Meta Platforms (Facebook) position peaked at $1.49M in Q2 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.