Dakota Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.2M | Sell |
70,267
-3,329
| -5% | -$2.13M | 0.87% | 23 |
|
|
2025
Q4 | $48.6M | Sell |
73,596
-4,788
| -6% | -$3.2M | 0.86% | 20 |
|
|
2025
Q3 | $57.6M | Buy |
78,384
+1,514
| +2% | +$1.13M | 1.16% | 11 |
|
|
2025
Q2 | $56.7M | Sell |
76,870
-23,027
| -23% | -$14.2M | 1.19% | 10 |
|
|
2025
Q1 | $57.6M | Sell |
99,897
-917
| -0.9% | -$592K | 1.35% | 9 |
|
|
2024
Q4 | $59M | Buy |
100,814
+366
| +0.4% | +$215K | 1.36% | 9 |
|
|
2024
Q3 | $57.5M | Buy |
100,448
+4,735
| +5% | +$2.44M | 1.3% | 9 |
|
|
2024
Q2 | $48.3M | Buy |
95,713
+7,120
| +8% | +$3.46M | 1.13% | 12 |
|
|
2024
Q1 | $43M | Buy |
88,593
+2,863
| +3% | +$1.28M | 1.07% | 11 |
|
|
2023
Q4 | $30.3M | Buy |
85,730
+12,268
| +17% | +$4M | 1.18% | 13 |
|
|
2023
Q3 | $22.1M | Sell |
73,462
-6,212
| -8% | -$1.87M | 0.97% | 17 |
|
|
2023
Q2 | $22.9M | Buy |
79,674
+35,395
| +80% | +$8.73M | 1.08% | 19 |
|
|
2023
Q1 | $9.38M | Buy |
44,279
+38,750
| +701% | +$6.6M | 0.63% | 40 |
|
|
2022
Q4 | $665K | Sell |
5,529
-3,955
| -42% | -$464K | 0.05% | 297 |
|
|
2022
Q3 | $1.29M | Sell |
9,484
-11,484
| -55% | -$1.86M | 0.1% | 191 |
|
|
2022
Q2 | $3.38M | Sell |
20,968
-2,351
| -10% | -$454K | 0.31% | 92 |
|
|
2022
Q1 | $5.18M | Sell |
23,319
-7,416
| -24% | -$1.85M | 0.42% | 68 |
|
|
2021
Q4 | $10.3M | Sell |
30,735
-13,696
| -31% | -$4.55M | 1.09% | 21 |
|
|
2021
Q3 | $15.1M | Buy |
44,431
+2,256
| +5% | +$813K | 1.73% | 9 |
|
|
2021
Q2 | $14.7M | Buy |
42,175
+4,264
| +11% | +$1.37M | 1.75% | 9 |
|
|
2021
Q1 | $11.2M | Buy |
37,911
+13,437
| +55% | +$3.62M | 1.47% | 12 |
|
|
2020
Q4 | $6.68M | Buy |
24,474
+4,309
| +21% | +$1.18M | 0.87% | 30 |
|
|
2020
Q3 | $5.28M | Buy |
20,165
+2,970
| +17% | +$766K | 0.83% | 34 |
|
|
2020
Q2 | $3.9M | Buy |
17,195
+3,486
| +25% | +$728K | 0.67% | 45 |
|
|
2020
Q1 | $2.29M | Buy |
13,709
+9,216
| +205% | +$1.8M | 0.5% | 57 |
|
|
2019
Q4 | $922K | Sell |
4,493
-374
| -8% | -$72.4K | 0.15% | 136 |
|
|
2019
Q3 | $867K | Buy |
4,867
+533
| +12% | +$101K | 0.15% | 144 |
|
|
2019
Q2 | $837K | Buy |
4,334
+216
| +5% | +$39.5K | 0.16% | 129 |
|
|
2019
Q1 | $687K | Sell |
4,118
-978
| -19% | -$156K | 0.14% | 150 |
|
|
2018
Q4 | $740K | Buy |
5,096
+673
| +15% | +$97.5K | 0.17% | 114 |
|
|
2018
Q3 | $727K | Sell |
4,423
-7,001
| -61% | -$1.27M | 0.16% | 119 |
|
|
2018
Q2 | $2.22M | Buy |
+11,424
| New | +$2.06M | 0.62% | 43 |
|
|
2018
Q1 | – | Sell |
-1,310
| Closed | -$231K | – | 96 |
|
|
2017
Q4 | $231K | Buy |
+1,310
| New | +$232K | 0.12% | 69 |
|
Other funds holding META
VCM
VPM
Dakota Wealth Management's META Position: Q1 2026 in Review
Dakota Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.5% in Q1 2026, selling an estimated $2.13M and leaving 70,267 shares worth $40.2M. The position accounts for 0.87% of the portfolio, ranked #23.
Dakota Wealth Management first reported a position in META in Q4 2017 and has held it in 33 quarters since. The position peaked at $59M in Q4 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Dakota Wealth Management held 70,267 shares of Meta Platforms (Facebook) worth $40.2M as of Q1 2026.
- Dakota Wealth Management sold 3,329 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.13M.
- Meta Platforms (Facebook) made up 0.87% of Dakota Wealth Management's portfolio in Q1 2026, its #23 holding.
- Dakota Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 33 quarters since.
- Dakota Wealth Management's Meta Platforms (Facebook) position peaked at $59M in Q4 2024.
- 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.