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

Dodds Wealth’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	–	Sell	-309	Closed	-$204K	–	52
2025 Q4	$204K	Hold	309	–	–	0.05%	56
2025 Q3	$227K	Hold	309	–	–	0.06%	55
2025 Q2	$228K	Buy	+309	New	+$191K	0.06%	53

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodds Wealth's META Position: Q1 2026 in Review

Dodds Wealth sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 309 shares — an estimated $204K sold.

Dodds Wealth first reported a position in META in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

Dodds Wealth reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Dodds Wealth sold 309 Meta Platforms (Facebook) shares in Q1 2026, an estimated $204K.
Dodds Wealth first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 3 quarters.
Dodds Wealth's Meta Platforms (Facebook) position peaked at $228K in Q2 2025.
5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Dodds Wealth's 13F filing for Q1 2026, filed 8 May 2026.