FWP
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Fiduciary Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Fiduciary Wealth Partners’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 		$332K Buy
589
+30
+5% +$18.3K 0.18% 44
2026
Q1 		$320K Sell
559
-349
-38% -$224K 0.21% 40
2025
Q4 		$599K Sell
908
-19
-2% -$12.7K 0.25% 34
2025
Q3 		$681K Buy
927
+156
+20% +$116K 0.29% 32
2025
Q2 		$569K Buy
771
+251
+48% +$155K 0.54% 24
2025
Q1 		$300K Buy
+520
New +$335K 0.26% 26

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

Fiduciary Wealth Partners's META Position: Q2 2026 in Review

Fiduciary Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 589 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #44.

Fiduciary Wealth Partners first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $681K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fiduciary Wealth Partners held 589 shares of Meta Platforms (Facebook) worth $332K as of Q2 2026.
  • Fiduciary Wealth Partners bought 30 Meta Platforms (Facebook) shares in Q2 2026, an estimated $18.3K.
  • Meta Platforms (Facebook) made up 0.18% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Fiduciary Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Wealth Partners's Meta Platforms (Facebook) position peaked at $681K in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.