CWM
META icon

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

Consultiva 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 		$252K Hold
440
– – 0.73% 20
2025
Q4 		$290K Buy
440
+145
+49% +$96.8K 0.82% 20
2025
Q3 		$217K Hold
295
– – 0.61% 24
2025
Q2 		$218K Hold
295
– – 0.67% 25
2025
Q1 		$170K Buy
295
+255
+638% +$165K 0.58% 24
2024
Q4 		$23.4K Buy
+40
New +$23.5K 0.12% 91

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

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

Consultiva Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 440 shares worth $252K. The position accounts for 0.73% of the portfolio, ranked #20.

Consultiva Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Consultiva Wealth Management held 440 shares of Meta Platforms (Facebook) worth $252K as of Q1 2026.
  • Consultiva Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.73% of Consultiva Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Consultiva Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Meta Platforms (Facebook) position peaked at $290K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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