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

Drive 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 		$5.56M Sell
9,869
-188
-2% -$115K 0.99% 23
2026
Q1 		$5.75M Buy
10,057
+465
+5% +$298K 1.21% 16
2025
Q4 		$6.33M Sell
9,592
-68
-0.7% -$45.4K 1.24% 17
2025
Q3 		$7.09M Buy
9,660
+281
+3% +$209K 1.5% 13
2025
Q2 		$6.92M Buy
9,379
+586
+7% +$362K 1.52% 14
2025
Q1 		$5.07M Buy
8,793
+1,187
+16% +$766K 1.19% 17
2024
Q4 		$4.45M Buy
7,606
+889
+13% +$522K 1.09% 18
2024
Q3 		$3.85M Sell
6,717
-193
-3% -$99.3K 1% 19
2024
Q2 		$3.48M Buy
6,910
+599
+9% +$291K 0.94% 21
2024
Q1 		$3.06M Buy
6,311
+285
+5% +$127K 0.86% 22
2023
Q4 		$2.13M Sell
6,026
-33
-0.5% -$10.7K 0.69% 25
2023
Q3 		$1.82M Sell
6,059
-12
-0.2% -$3.62K 0.66% 32
2023
Q2 		$1.74M Sell
6,071
-2,135
-26% -$527K 0.65% 30
2023
Q1 		$1.74M Sell
8,206
-1,858
-18% -$316K 0.73% 30
2022
Q4 		$1.21M Buy
10,064
+1,407
+16% +$165K 0.61% 38
2022
Q3 		$1.18M Buy
8,657
+802
+10% +$130K 1.12% 16
2022
Q2 		$1.27M Buy
7,855
+1,177
+18% +$227K 1.16% 14
2022
Q1 		$1.49M Buy
6,678
+3,438
+106% +$859K 1.25% 15
2021
Q4 		$1.09M Buy
+3,240
New +$1.08M 0.96% 19

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Drive Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, selling an estimated $115K and leaving 9,869 shares worth $5.56M. The position accounts for 0.99% of the portfolio, ranked #23.

Drive Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.09M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Drive Wealth Management held 9,869 shares of Meta Platforms (Facebook) worth $5.56M as of Q2 2026.
  • Drive Wealth Management sold 188 Meta Platforms (Facebook) shares in Q2 2026, an estimated $115K.
  • Meta Platforms (Facebook) made up 0.99% of Drive Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Drive Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Meta Platforms (Facebook) position peaked at $7.09M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.