Diversified Portfolios Inc’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$236K Sell
413
-56
-12% -$35.9K 0.02% 162
2025
Q4
$310K Buy
+469
New +$313K 0.03% 147
2022
Q3
Sell
-1,394
Closed -$225K 137
2022
Q2
$225K Buy
1,394
+344
+33% +$66.4K 0.06% 118
2022
Q1
$233K Hold
1,050
0.06% 127
2021
Q4
$353K Hold
1,050
0.08% 105
2021
Q3
$356K Hold
1,050
0.1% 92
2021
Q2
$365K Sell
1,050
-429
-29% -$138K 0.14% 79
2021
Q1
$436K Buy
1,479
+20
+1% +$5.38K 0.14% 66
2020
Q4
$399K Buy
1,459
+65
+5% +$17.8K 0.14% 59
2020
Q3
$365K Hold
1,394
0.16% 45
2020
Q2
$317K Sell
1,394
-1,062
-43% -$222K 0.15% 45
2020
Q1
$410K Hold
2,456
0.23% 35
2019
Q4
$504K Sell
2,456
-40
-2% -$7.75K 0.24% 32
2019
Q3
$444K Sell
2,496
-51
-2% -$9.69K 0.22% 34
2019
Q2
$492K Sell
2,547
-59
-2% -$10.8K 0.27% 29
2019
Q1
$434K Hold
2,606
0.24% 32
2018
Q4
$342K Sell
2,606
-99
-4% -$14.3K 0.21% 33
2018
Q3
$445K Hold
2,705
0.25% 31
2018
Q2
$526K Buy
2,705
+953
+54% +$172K 0.3% 29
2018
Q1
$280K Sell
1,752
-332
-16% -$59.6K 0.16% 38
2017
Q4
$368K Sell
2,084
-59
-3% -$10.4K 0.2% 34
2017
Q3
$366K Sell
2,143
-180
-8% -$30K 0.21% 33
2017
Q2
$351K Buy
2,323
+323
+16% +$48K 0.21% 33
2017
Q1
$284K Buy
+2,000
New +$267K 0.17% 38

Other funds holding META

Diversified Portfolios Inc's META Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Meta Platforms (Facebook) (META) stake by 12% in Q1 2026, selling an estimated $35.9K and leaving 413 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #162.

Diversified Portfolios Inc first reported a position in META in Q1 2017 and has held it in 24 quarters since. The position peaked at $526K in Q2 2018. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Diversified Portfolios Inc held 413 shares of Meta Platforms (Facebook) worth $236K as of Q1 2026.
  • Diversified Portfolios Inc sold 56 Meta Platforms (Facebook) shares in Q1 2026, an estimated $35.9K.
  • Meta Platforms (Facebook) made up 0.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #162 holding.
  • Diversified Portfolios Inc first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 24 quarters since.
  • Diversified Portfolios Inc's Meta Platforms (Facebook) position peaked at $526K in Q2 2018.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.