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

Dogwood 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	$682K	Buy	1,211 +352	+41%	+$215K	0.27%	44
2026 Q1	$492K	Sell	859 -233	-21%	-$149K	0.21%	49
2025 Q4	$721K	Sell	1,092 -440	-29%	-$294K	0.32%	47
2025 Q3	$1.13M	Sell	1,532 -198	-11%	-$147K	0.51%	38
2025 Q2	$1.25M	Buy	1,730 +499	+41%	+$308K	0.61%	36
2025 Q1	$709K	Buy	1,231 +52	+4%	+$33.5K	0.37%	61
2024 Q4	$690K	Buy	1,179 +32	+3%	+$18.8K	0.37%	50
2024 Q3	$657K	Buy	1,147 +784	+216%	+$403K	0.38%	43
2024 Q2	$183K	Buy	363 +77	+27%	+$37.4K	0.11%	88
2024 Q1	$139K	Buy	286 +113	+65%	+$50.4K	0.09%	86
2023 Q4	$61.4K	Buy	+173	New	+$56.3K	0.05%	123

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

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

Dogwood Wealth Management increased its Meta Platforms (Facebook) (META) stake by 41% in Q2 2026, buying an estimated $215K and bringing the position to 1,211 shares worth $682K. The position accounts for 0.27% of the portfolio, ranked #44.

Dogwood Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q2 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

Dogwood Wealth Management held 1,211 shares of Meta Platforms (Facebook) worth $682K as of Q2 2026.
Dogwood Wealth Management bought 352 Meta Platforms (Facebook) shares in Q2 2026, an estimated $215K.
Meta Platforms (Facebook) made up 0.27% of Dogwood Wealth Management's portfolio in Q2 2026, its #44 holding.
Dogwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's Meta Platforms (Facebook) position peaked at $1.25M in Q2 2025.
5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.