DWS
META icon

Discipline Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

Discipline Wealth Solutions’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 		$237K Buy
414
+71
+21% +$45.5K 0.02% 177
2025
Q4 		$226K Buy
+343
New +$229K 0.04% 157

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

Discipline Wealth Solutions's META Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Meta Platforms (Facebook) (META) stake by 21% in Q1 2026, buying an estimated $45.5K and bringing the position to 414 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #177.

Discipline Wealth Solutions first reported a position in META in Q4 2025 and has held it in 2 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Discipline Wealth Solutions held 414 shares of Meta Platforms (Facebook) worth $237K as of Q1 2026.
  • Discipline Wealth Solutions bought 71 Meta Platforms (Facebook) shares in Q1 2026, an estimated $45.5K.
  • Meta Platforms (Facebook) made up 0.02% of Discipline Wealth Solutions's portfolio in Q1 2026, its #177 holding.
  • Discipline Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.