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

Dynamic Wealth Strategies’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 		$287K Sell
510
-54
-10% -$33K 0.15% 66
2026
Q1 		$323K Sell
564
-203
-26% -$130K 0.19% 61
2025
Q4 		$506K Buy
767
+183
+31% +$122K 0.3% 41
2025
Q3 		$429K Buy
584
+84
+17% +$62.5K 0.29% 43
2025
Q2 		$369K Sell
500
-6
-1% -$3.71K 0.27% 44
2025
Q1 		$292K Sell
506
-92
-15% -$59.4K 0.24% 49
2024
Q4 		$350K Hold
598
– – 0.31% 40
2024
Q3 		$342K Buy
598
+1
+0.2% +$515 0.28% 40
2024
Q2 		$301K Sell
597
-40
-6% -$19.4K 0.26% 45
2024
Q1 		$309K Buy
637
+33
+5% +$14.7K 0.26% 44
2023
Q4 		$214K Buy
+604
New +$197K 0.2% 56

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

Dynamic Wealth Strategies's META Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Meta Platforms (Facebook) (META) stake by 9.6% in Q2 2026, selling an estimated $33K and leaving 510 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #66.

Dynamic Wealth Strategies first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Dynamic Wealth Strategies held 510 shares of Meta Platforms (Facebook) worth $287K as of Q2 2026.
  • Dynamic Wealth Strategies sold 54 Meta Platforms (Facebook) shares in Q2 2026, an estimated $33K.
  • Meta Platforms (Facebook) made up 0.15% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #66 holding.
  • Dynamic Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Meta Platforms (Facebook) position peaked at $506K in Q4 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.