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

Cherrydale 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 		$1.54M Buy
2,742
+1
+0% +$611 0.4% 26
2026
Q1 		$1.57M Sell
2,741
-91
-3% -$58.3K 0.48% 24
2025
Q4 		$1.87M Hold
2,832
– – 0.57% 22
2025
Q3 		$2.08M Buy
2,832
+300
+12% +$223K 0.65% 21
2025
Q2 		$1.87M Buy
2,532
+84
+3% +$51.9K 0.65% 20
2025
Q1 		$1.41M Sell
2,448
-336
-12% -$217K 0.56% 20
2024
Q4 		$1.63M Sell
2,784
-1,057
-28% -$620K 0.63% 18
2024
Q3 		$2.2M Buy
3,841
+18
+0.5% +$9.26K 0.9% 15
2024
Q2 		$1.93M Buy
3,823
+130
+4% +$63.2K 0.85% 16
2024
Q1 		$1.79M Buy
3,693
+228
+7% +$102K 0.84% 14
2023
Q4 		$1.23M Buy
3,465
+61
+2% +$19.9K 0.64% 19
2023
Q3 		$1.02M Buy
3,404
+35
+1% +$10.5K 0.61% 21
2023
Q2 		$967K Sell
3,369
-84
-2% -$20.7K 0.68% 17
2023
Q1 		$732K Buy
3,453
+1,302
+61% +$222K 0.55% 20
2022
Q4 		$259K Sell
2,151
-847
-28% -$99.5K 0.21% 31
2022
Q3 		$407K Sell
2,998
-547
-15% -$88.7K 0.38% 21
2022
Q2 		$571K Sell
3,545
-425
-11% -$82K 0.52% 19
2022
Q1 		$882K Buy
3,970
+56
+1% +$14K 0.65% 19
2021
Q4 		$1.32M Buy
+3,914
New +$1.3M 0.99% 15

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

Cherrydale Wealth Management's META Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.04% in Q2 2026, buying an estimated $611 and bringing the position to 2,742 shares worth $1.54M. The position accounts for 0.4% of the portfolio, ranked #26.

Cherrydale Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.2M in Q3 2024. 5,030 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cherrydale Wealth Management held 2,742 shares of Meta Platforms (Facebook) worth $1.54M as of Q2 2026.
  • Cherrydale Wealth Management bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.4% of Cherrydale Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Cherrydale Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's Meta Platforms (Facebook) position peaked at $2.2M in Q3 2024.
  • 5,030 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.