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Daner Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Daner 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
Q1 		$535K Sell
887
-66
-7% -$42.3K 0.31% 43
2025
Q4 		$639K Buy
953
+39
+4% +$26K 0.39% 40
2025
Q3 		$655K Buy
914
+64
+8% +$47.6K 0.43% 32
2025
Q2 		$672K Buy
+850
New +$525K 0.46% 31
2024
Q4 		$392K Buy
+570
New +$335K 0.29% 38

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

Daner Wealth Management's META Position: Q1 2026 in Review

Daner Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.9% in Q1 2026, selling an estimated $42.3K and leaving 887 shares worth $535K. The position accounts for 0.31% of the portfolio, ranked #43.

Daner Wealth Management first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $672K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Daner Wealth Management held 887 shares of Meta Platforms (Facebook) worth $535K as of Q1 2026.
  • Daner Wealth Management sold 66 Meta Platforms (Facebook) shares in Q1 2026, an estimated $42.3K.
  • Meta Platforms (Facebook) made up 0.31% of Daner Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Daner Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • Daner Wealth Management's Meta Platforms (Facebook) position peaked at $672K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Daner Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.