CPWM
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Cypress Point Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Cypress Point 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
Q2 		$2.78M Sell
4,930
-123
-2% -$75.2K 0.56% 30
2026
Q1 		$2.89M Buy
5,053
+939
+23% +$602K 0.62% 26
2025
Q4 		$2.72M Buy
4,114
+340
+9% +$227K 0.59% 25
2025
Q3 		$2.77M Sell
3,774
-2,155
-36% -$1.6M 0.56% 24
2025
Q2 		$4.38M Buy
5,929
+1,799
+44% +$1.11M 1.07% 13
2025
Q1 		$2.38M Sell
4,130
-60
-1% -$38.7K 0.76% 25
2024
Q4 		$2.45M Sell
4,190
-1,209
-22% -$710K 0.76% 25
2024
Q3 		$3.09M Buy
5,399
+1,526
+39% +$785K 1.21% 20
2024
Q2 		$1.95M Sell
3,873
-24
-0.6% -$11.7K 0.92% 28
2024
Q1 		$1.89M Buy
3,897
+89
+2% +$39.7K 0.97% 26
2023
Q4 		$1.35M Sell
3,808
-552
-13% -$180K 1% 29
2023
Q3 		$1.31M Buy
4,360
+578
+15% +$174K 1.15% 23
2023
Q2 		$1.09M Hold
3,782
– – 1.16% 23
2023
Q1 		$802K Hold
3,782
– – 1.13% 19
2022
Q4 		$455K Sell
3,782
-55
-1% -$6.46K 0.71% 28
2022
Q3 		$521K Sell
3,837
-115
-3% -$18.6K 0.97% 20
2022
Q2 		$637K Sell
3,952
-700
-15% -$135K 1.12% 20
2022
Q1 		$1.03M Sell
4,652
-135
-3% -$33.7K 1.05% 21
2021
Q4 		$1.61M Hold
4,787
– – 1.49% 15
2021
Q3 		$1.63M Hold
4,787
– – 1.16% 15
2021
Q2 		$1.66M Sell
4,787
-100
-2% -$32.1K 1.18% 14
2021
Q1 		$1.44M Hold
4,887
– – 1.5% 10
2020
Q4 		$1.33M Buy
+4,887
New +$1.34M 2.03% 10

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

Cypress Point Wealth Management's META Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, selling an estimated $75.2K and leaving 4,930 shares worth $2.78M. The position accounts for 0.56% of the portfolio, ranked #30.

Cypress Point Wealth Management first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.38M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cypress Point Wealth Management held 4,930 shares of Meta Platforms (Facebook) worth $2.78M as of Q2 2026.
  • Cypress Point Wealth Management sold 123 Meta Platforms (Facebook) shares in Q2 2026, an estimated $75.2K.
  • Meta Platforms (Facebook) made up 0.56% of Cypress Point Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Cypress Point Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Cypress Point Wealth Management's Meta Platforms (Facebook) position peaked at $4.38M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.