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

Dougherty Wealth Advisers’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	$798K	Hold	1,394	–	–	0.51%	18
2025 Q4	$920K	Hold	1,394	–	–	0.52%	18
2025 Q3	$1.02M	Hold	1,394	–	–	0.66%	17
2025 Q2	$1.03M	Hold	1,394	–	–	0.68%	17
2025 Q1	$803K	Hold	1,394	–	–	0.59%	16
2024 Q4	$816K	Hold	1,394	–	–	0.63%	19
2024 Q3	$798K	Hold	1,394	–	–	0.63%	15
2024 Q2	$703K	Hold	1,394	–	–	0.61%	18
2024 Q1	$677K	Sell	1,394 -406	-23%	-$181K	0.6%	17
2023 Q4	$637K	Sell	1,800 -44	-2%	-$14.3K	0.59%	19
2023 Q3	$554K	Hold	1,844	–	–	0.64%	17
2023 Q2	$529K	Hold	1,844	–	–	0.73%	18
2023 Q1	$391K	Hold	1,844	–	–	0.59%	19
2022 Q4	$222K	Hold	1,844	–	–	0.36%	32
2022 Q3	$250K	Sell	1,844 -50	-3%	-$8.1K	0.49%	25
2022 Q2	$305K	Hold	1,894	–	–	0.57%	19
2022 Q1	$421K	Hold	1,894	–	–	0.64%	17
2021 Q4	$637K	Hold	1,894	–	–	0.89%	15
2021 Q3	$643K	Hold	1,894	–	–	0.96%	14
2021 Q2	$659K	Hold	1,894	–	–	0.97%	14
2021 Q1	$558K	Hold	1,894	–	–	0.84%	16
2020 Q4	$517K	Hold	1,894	–	–	0.81%	14
2020 Q3	$496K	Hold	1,894	–	–	1.71%	12
2020 Q2	$430K	Hold	1,894	–	–	1.57%	15
2020 Q1	$316K	Hold	1,894	–	–	1.26%	20
2019 Q4	$389K	Hold	1,894	–	–	1.19%	18
2019 Q3	$337K	Sell	1,894 -16	-0.8%	-$3.04K	1.11%	21
2019 Q2	$369K	Hold	1,910	–	–	1.04%	22
2019 Q1	$318K	Hold	1,910	–	–	1.08%	23
2018 Q4	$318K	Buy	+1,910	New	+$277K	1.05%	22

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

Dougherty Wealth Advisers's META Position: Q1 2026 in Review

Dougherty Wealth Advisers held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 1,394 shares worth $798K. The position accounts for 0.51% of the portfolio, ranked #18.

Dougherty Wealth Advisers first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.03M in Q2 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

Dougherty Wealth Advisers held 1,394 shares of Meta Platforms (Facebook) worth $798K as of Q1 2026.
Dougherty Wealth Advisers left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 0.51% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #18 holding.
Dougherty Wealth Advisers first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
Dougherty Wealth Advisers's Meta Platforms (Facebook) position peaked at $1.03M in Q2 2025.
5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.