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Compass Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Compass Financial Services’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 		– Sell
-9
Closed -$5.98K – 176
2025
Q4 		$5.98K Hold
9
– – ﹤0.01% 225
2025
Q3 		$6.65K Hold
9
– – ﹤0.01% 229
2025
Q2 		$6.67K Hold
9
– – ﹤0.01% 223
2025
Q1 		$5.21K Hold
9
– – ﹤0.01% 229
2024
Q4 		$5.29K Buy
+9
New +$5.28K ﹤0.01% 161

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Compass Financial Services's META Position: Q1 2026 in Review

Compass Financial Services sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 9 shares — an estimated $5.98K sold.

Compass Financial Services first reported a position in META in Q4 2024 and held it in 5 quarters. The position peaked at $6.67K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Compass Financial Services reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 9 Meta Platforms (Facebook) shares in Q1 2026, an estimated $5.98K.
  • Compass Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Meta Platforms (Facebook) position peaked at $6.67K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.