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

Coordinated 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 		$1.16M Sell
2,028
-22
-1% -$14.1K 0.67% 41
2025
Q4 		$1.35M Buy
2,050
+305
+17% +$204K 0.78% 32
2025
Q3 		$1.28M Sell
1,745
-6
-0.3% -$4.47K 0.82% 31
2025
Q2 		$1.29M Buy
1,751
+325
+23% +$201K 0.89% 27
2025
Q1 		$822K Sell
1,426
-69
-5% -$44.5K 0.63% 48
2024
Q4 		$875K Buy
+1,495
New +$878K 0.68% 44
2024
Q2 		$750K Buy
1,488
+348
+31% +$169K 0.64% 43
2024
Q1 		$554K Buy
+1,140
New +$509K 0.48% 59

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

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

Coordinated Financial Services reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, selling an estimated $14.1K and leaving 2,028 shares worth $1.16M. The position accounts for 0.67% of the portfolio, ranked #41.

Coordinated Financial Services first reported a position in META in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Coordinated Financial Services held 2,028 shares of Meta Platforms (Facebook) worth $1.16M as of Q1 2026.
  • Coordinated Financial Services sold 22 Meta Platforms (Facebook) shares in Q1 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.67% of Coordinated Financial Services's portfolio in Q1 2026, its #41 holding.
  • Coordinated Financial Services first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Meta Platforms (Facebook) position peaked at $1.35M in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.