Diversify Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Diversify Wealth Management’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	$63.6M	Buy	107,048 +5,218	+5%	+$3.19M	1.06%	13
2026 Q1	$68.1M	Buy	101,830 +71,523	+236%	+$45.8M	1.21%	15
2025 Q4	$19.1M	Buy	30,307 +715	+2%	+$477K	0.89%	16
2025 Q3	$18.9M	Buy	29,592 +1,247	+4%	+$928K	1.09%	13
2025 Q2	$22.4M	Buy	28,345 +1,602	+6%	+$990K	1.38%	10
2025 Q1	$14.8M	Buy	26,743 +1,703	+7%	+$1.1M	1.1%	15
2024 Q4	$15.4M	Buy	25,040 +11,893	+90%	+$6.98M	1.2%	15
2024 Q3	$7.41M	Buy	13,147 +8,566	+187%	+$4.41M	0.71%	32
2024 Q2	$2.18M	Buy	+4,581	New	+$2.23M	0.27%	92

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Diversify Wealth Management's META Position: Q2 2026 in Review

Diversify Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.1% in Q2 2026, buying an estimated $3.19M and bringing the position to 107,048 shares worth $63.6M. The position accounts for 1.06% of the portfolio, ranked #13.

Diversify Wealth Management first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $68.1M in Q1 2026. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

Diversify Wealth Management held 107,048 shares of Meta Platforms (Facebook) worth $63.6M as of Q2 2026.
Diversify Wealth Management bought 5,218 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.19M.
Meta Platforms (Facebook) made up 1.06% of Diversify Wealth Management's portfolio in Q2 2026, its #13 holding.
Diversify Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Meta Platforms (Facebook) position peaked at $68.1M in Q1 2026.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.