Cascade Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Cascade Financial Partners’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	$4.98M	Sell	8,836 -25	-0.3%	-$15.3K	0.43%	52
2026 Q1	$5.07M	Buy	8,861 +18	+0.2%	+$11.5K	0.52%	47
2025 Q4	$5.84M	Buy	8,843 +1,431	+19%	+$956K	0.59%	33
2025 Q3	$5.44M	Sell	7,412 -40	-0.5%	-$29.8K	0.62%	33
2025 Q2	$5.5M	Buy	7,452 +165	+2%	+$102K	0.66%	31
2025 Q1	$4.2M	Sell	7,287 -24	-0.3%	-$15.5K	0.53%	36
2024 Q4	$4.28M	Sell	7,311 -105	-1%	-$61.6K	0.56%	33
2024 Q3	$4.32M	Sell	7,416 -236	-3%	-$121K	0.54%	33
2024 Q2	$3.86M	Sell	7,652 -300	-4%	-$146K	0.51%	35
2024 Q1	$4.07M	Buy	+7,952	New	+$3.55M	0.59%	33

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cascade Financial Partners's META Position: Q2 2026 in Review

Cascade Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 0.28% in Q2 2026, selling an estimated $15.3K and leaving 8,836 shares worth $4.98M. The position accounts for 0.43% of the portfolio, ranked #52.

Cascade Financial Partners first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.84M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Cascade Financial Partners held 8,836 shares of Meta Platforms (Facebook) worth $4.98M as of Q2 2026.
Cascade Financial Partners sold 25 Meta Platforms (Facebook) shares in Q2 2026, an estimated $15.3K.
Meta Platforms (Facebook) made up 0.43% of Cascade Financial Partners's portfolio in Q2 2026, its #52 holding.
Cascade Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Meta Platforms (Facebook) position peaked at $5.84M in Q4 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.