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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
Q2 		$544K Buy
915
+28
+3% +$17.1K 0.3% 47
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 $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

Daner Wealth Management's META Position: Q2 2026 in Review

Daner Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 915 shares worth $544K. The position accounts for 0.3% of the portfolio, ranked #47.

Daner Wealth Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $672K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Daner Wealth Management held 915 shares of Meta Platforms (Facebook) worth $544K as of Q2 2026.
  • Daner Wealth Management bought 28 Meta Platforms (Facebook) shares in Q2 2026, an estimated $17.1K.
  • Meta Platforms (Facebook) made up 0.3% of Daner Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Daner Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Daner Wealth Management's Meta Platforms (Facebook) position peaked at $672K in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.