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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiduciary Wealth Partners's META Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 38% in Q1 2026, selling an estimated $224K and leaving 559 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #40.

Fiduciary Wealth Partners first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $681K in Q3 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Fiduciary Wealth Partners held 559 shares of Meta Platforms (Facebook) worth $320K as of Q1 2026.
  • Fiduciary Wealth Partners sold 349 Meta Platforms (Facebook) shares in Q1 2026, an estimated $224K.
  • Meta Platforms (Facebook) made up 0.21% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #40 holding.
  • Fiduciary Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Meta Platforms (Facebook) position peaked at $681K in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.