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

Cyndeo 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 		$18.2M Sell
32,366
-919
-3% -$562K 0.86% 25
2026
Q1 		$19M Buy
33,285
+1,495
+5% +$958K 1% 23
2025
Q4 		$21M Sell
31,790
-1,506
-5% -$1.01M 1.13% 17
2025
Q3 		$24.5M Buy
33,296
+3,404
+11% +$2.53M 1.36% 9
2025
Q2 		$22.1M Sell
29,892
-5,147
-15% -$3.18M 1.31% 12
2025
Q1 		$20.2M Buy
35,039
+4,682
+15% +$3.02M 1.33% 11
2024
Q4 		$17.8M Buy
30,357
+986
+3% +$579K 1.2% 12
2024
Q3 		$16.8M Buy
29,371
+4,947
+20% +$2.55M 1.17% 14
2024
Q2 		$12.3M Buy
24,424
+1,907
+8% +$927K 0.96% 21
2024
Q1 		$10.9M Buy
22,517
+9,481
+73% +$4.23M 0.91% 24
2023
Q4 		$4.61M Buy
13,036
+5,992
+85% +$1.95M 0.43% 78
2023
Q3 		$2.11M Buy
7,044
+831
+13% +$250K 0.22% 120
2023
Q2 		$1.78M Buy
6,213
+107
+2% +$26.4K 0.19% 132
2023
Q1 		$1.29M Sell
6,106
-2,265
-27% -$386K 0.14% 155
2022
Q4 		$1.01M Buy
+8,371
New +$983K 0.12% 167

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

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

Cyndeo Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, selling an estimated $562K and leaving 32,366 shares worth $18.2M. The position accounts for 0.86% of the portfolio, ranked #25.

Cyndeo Wealth Partners first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.5M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cyndeo Wealth Partners held 32,366 shares of Meta Platforms (Facebook) worth $18.2M as of Q2 2026.
  • Cyndeo Wealth Partners sold 919 Meta Platforms (Facebook) shares in Q2 2026, an estimated $562K.
  • Meta Platforms (Facebook) made up 0.86% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Cyndeo Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Meta Platforms (Facebook) position peaked at $24.5M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.