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 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 $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

Dynasty Wealth Management's META Position: Q1 2026 in Review

Dynasty Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.2% in Q1 2026, buying an estimated $159K and bringing the position to 11,636 shares worth $6.66M. The position accounts for 0.06% of the portfolio, ranked #73.

Dynasty Wealth Management first reported a position in META in Q4 2017 and has held it in 8 quarters since. The position peaked at $9.78M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Dynasty Wealth Management held 11,636 shares of Meta Platforms (Facebook) worth $6.66M as of Q1 2026.
Dynasty Wealth Management bought 248 Meta Platforms (Facebook) shares in Q1 2026, an estimated $159K.
Meta Platforms (Facebook) made up 0.06% of Dynasty Wealth Management's portfolio in Q1 2026, its #73 holding.
Dynasty Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 8 quarters since.
Dynasty Wealth Management's Meta Platforms (Facebook) position peaked at $9.78M in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.