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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
Q2 		$275K Buy
489
+75
+18% +$45.9K 0.02% 171
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 $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

Discipline Wealth Solutions's META Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Meta Platforms (Facebook) (META) stake by 18% in Q2 2026, buying an estimated $45.9K and bringing the position to 489 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #171.

Discipline Wealth Solutions first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Discipline Wealth Solutions held 489 shares of Meta Platforms (Facebook) worth $275K as of Q2 2026.
  • Discipline Wealth Solutions bought 75 Meta Platforms (Facebook) shares in Q2 2026, an estimated $45.9K.
  • Meta Platforms (Facebook) made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #171 holding.
  • Discipline Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.