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

Cherry Tree 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 Q2	$97.2K	Hold	173	–	–	0.02%	230
2026 Q1	$98.7K	Buy	173 +3	+2%	+$1.92K	0.02%	211
2025 Q4	$112K	Sell	170 -7	-4%	-$4.67K	0.02%	212
2025 Q3	$130K	Hold	177	–	–	0.03%	198
2025 Q2	$130K	Sell	177 -72	-29%	-$44.5K	0.03%	193
2025 Q1	$143K	Buy	249 +20	+9%	+$12.9K	0.03%	181
2024 Q4	$134K	Buy	229 +5	+2%	+$2.94K	0.03%	184
2024 Q3	$128K	Hold	224	–	–	0.03%	193
2024 Q2	$113K	Buy	224 +34	+18%	+$16.5K	0.03%	192
2024 Q1	$92K	Hold	190	–	–	0.02%	215
2023 Q4	$67.1K	Buy	190 +145	+322%	+$47.2K	0.02%	223
2023 Q3	$13.4K	Hold	45	–	–	﹤0.01%	317
2023 Q2	$12.8K	Buy	+45	New	+$11.1K	﹤0.01%	318

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's META Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 173 shares worth $97.2K. The position accounts for 0.02% of the portfolio, ranked #230.

Cherry Tree Wealth Management first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $143K in Q1 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

Cherry Tree Wealth Management held 173 shares of Meta Platforms (Facebook) worth $97.2K as of Q2 2026.
Cherry Tree Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.02% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #230 holding.
Cherry Tree Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Meta Platforms (Facebook) position peaked at $143K in Q1 2025.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.