Diversify Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Diversify Advisory Services’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	$32.2M	Sell	48,173 -19,969	-29%	-$12.8M	4.92%	3
2025 Q4	$42.3M	Sell	68,142 -16,679	-20%	-$11.1M	1.34%	13
2025 Q3	$54.1M	Buy	84,821 +29,390	+53%	+$21.9M	1.82%	10
2025 Q2	$43.8M	Buy	55,431 +5,224	+10%	+$3.23M	1.68%	10
2025 Q1	$27.8M	Sell	50,207 -30,820	-38%	-$19.9M	1.74%	10
2024 Q4	$49.9M	Sell	81,027 -3,093	-4%	-$1.82M	2.75%	8
2024 Q3	$49M	Buy	84,120 +27,139	+48%	+$14M	2.63%	6
2024 Q2	$30.2M	Buy	56,981 +10,419	+22%	+$5.06M	1.65%	10
2024 Q1	$22.9M	Buy	+46,562	New	+$20.8M	1.35%	13

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Diversify Advisory Services's META Position: Q1 2026 in Review

Diversify Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 29% in Q1 2026, selling an estimated $12.8M and leaving 48,173 shares worth $32.2M. The position accounts for 4.92% of the portfolio, ranked #3.

Diversify Advisory Services first reported a position in META in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.1M in Q3 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

Diversify Advisory Services held 48,173 shares of Meta Platforms (Facebook) worth $32.2M as of Q1 2026.
Diversify Advisory Services sold 19,969 Meta Platforms (Facebook) shares in Q1 2026, an estimated $12.8M.
Meta Platforms (Facebook) made up 4.92% of Diversify Advisory Services's portfolio in Q1 2026, its #3 holding.
Diversify Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Meta Platforms (Facebook) position peaked at $54.1M in Q3 2025.
5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.