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Davies Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Davies Financial Advisors’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 		– Sell
-1,379
Closed -$910K – 32
2025
Q4 		$910K Sell
1,379
-1,105
-44% -$738K 1.68% 14
2025
Q3 		$1.82M Sell
2,484
-180
-7% -$134K 1.48% 14
2025
Q2 		$1.97M Buy
2,664
+1
+0% +$618 1.53% 14
2025
Q1 		$1.54M Sell
2,663
-200
-7% -$129K 1.31% 17
2024
Q4 		$1.68M Sell
2,863
-256
-8% -$150K 1.43% 18
2024
Q3 		$1.79M Sell
3,119
-169
-5% -$87K 1.56% 17
2024
Q2 		$1.66M Sell
3,288
-97
-3% -$47.2K 1.55% 18
2024
Q1 		$1.64M Buy
+3,385
New +$1.51M 1.68% 18

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

Davies Financial Advisors's META Position: Q1 2026 in Review

Davies Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 1,379 shares — an estimated $910K sold.

Davies Financial Advisors first reported a position in META in Q1 2024 and held it in 8 quarters. The position peaked at $1.97M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Davies Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 1,379 Meta Platforms (Facebook) shares in Q1 2026, an estimated $910K.
  • Davies Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's Meta Platforms (Facebook) position peaked at $1.97M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.