CWP
META icon

Curated Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Curated Wealth Partners’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 		$3.89M Buy
6,909
+234
+4% +$143K 0.45% 22
2026
Q1 		$3.82M Buy
6,675
+376
+6% +$241K 0.48% 19
2025
Q4 		$4.16M Buy
6,299
+2,068
+49% +$1.38M 0.45% 20
2025
Q3 		$3.11M Sell
4,231
-342
-7% -$255K 0.38% 18
2025
Q2 		$3.38M Sell
4,573
-230
-5% -$142K 0.4% 15
2025
Q1 		$2.77M Buy
4,803
+644
+15% +$415K 0.36% 20
2024
Q4 		$2.44M Sell
4,159
-70
-2% -$41.1K 0.28% 19
2024
Q3 		$2.42M Buy
4,229
+841
+25% +$433K 0.31% 19
2024
Q2 		$1.71M Buy
+3,388
New +$1.65M 0.24% 25
2024
Q1 		– Sell
-1,602
Closed -$715K – 223
2023
Q4 		$567K Buy
1,602
+29
+2% +$9.44K 0.09% 83
2023
Q3 		$472K Sell
1,573
-125
-7% -$37.7K 0.09% 77
2023
Q2 		$487K Buy
1,698
+62
+4% +$15.3K 0.09% 73
2023
Q1 		$347K Buy
+1,636
New +$279K 0.08% 87
2022
Q4 		– Sell
-2,719
Closed -$370K – 134
2022
Q3 		$370K Sell
2,719
-1,325
-33% -$215K 0.11% 81
2022
Q2 		$651K Sell
4,044
-1,404
-26% -$271K 0.19% 50
2022
Q1 		$1.83M Hold
5,448
– – 0.62% 16
2021
Q4 		$1.83M Sell
5,448
-21
-0.4% -$6.97K 0.59% 17
2021
Q3 		$1.86M Hold
5,469
– – 1.04% 14
2021
Q2 		$1.9M Buy
5,469
+623
+13% +$200K 1.04% 14
2021
Q1 		$1.43M Buy
4,846
+73
+2% +$19.7K 0.88% 21
2020
Q4 		$1.3M Buy
+4,773
New +$1.31M 0.85% 20

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

Curated Wealth Partners's META Position: Q2 2026 in Review

Curated Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q2 2026, buying an estimated $143K and bringing the position to 6,909 shares worth $3.89M. The position accounts for 0.45% of the portfolio, ranked #22.

Curated Wealth Partners first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.16M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Curated Wealth Partners held 6,909 shares of Meta Platforms (Facebook) worth $3.89M as of Q2 2026.
  • Curated Wealth Partners bought 234 Meta Platforms (Facebook) shares in Q2 2026, an estimated $143K.
  • Meta Platforms (Facebook) made up 0.45% of Curated Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Curated Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Meta Platforms (Facebook) position peaked at $4.16M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.