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

Dynasty 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	$6.41M	Sell	11,376 -260	-2%	-$159K	0.05%	76
2026 Q1	$6.66M	Buy	11,636 +248	+2%	+$159K	0.06%	73
2025 Q4	$7.52M	Sell	11,388 -1,932	-15%	-$1.29M	0.07%	75
2025 Q3	$9.78M	Buy	13,320 +11,550	+653%	+$8.6M	0.13%	55
2025 Q2	$1.31M	Buy	+1,770	New	+$1.09M	0.02%	118
2018 Q4	–	Sell	-4,718	Closed	-$776K	–	62
2018 Q3	$776K	Buy	4,718 +2,639	+127%	+$478K	1%	19
2018 Q2	$404K	Buy	2,079 +89	+4%	+$16.1K	0.84%	29
2018 Q1	$318K	Sell	1,990 -1,789	-47%	-$321K	0.13%	42
2017 Q4	$667K	Buy	+3,779	New	+$668K	1.15%	21

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

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

Dynasty Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $159K and leaving 11,376 shares worth $6.41M. The position accounts for 0.05% of the portfolio, ranked #76.

Dynasty Wealth Management first reported a position in META in Q4 2017 and has held it in 9 quarters since. The position peaked at $9.78M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

Dynasty Wealth Management held 11,376 shares of Meta Platforms (Facebook) worth $6.41M as of Q2 2026.
Dynasty Wealth Management sold 260 Meta Platforms (Facebook) shares in Q2 2026, an estimated $159K.
Meta Platforms (Facebook) made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #76 holding.
Dynasty Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 9 quarters since.
Dynasty Wealth Management's Meta Platforms (Facebook) position peaked at $9.78M in Q3 2025.
5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.