Financial Gravity Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Financial Gravity Asset 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	$3.89M	Sell	6,793 -7	-0.1%	-$4.49K	0.69%	39
2025 Q4	$4.49M	Buy	6,800 +205	+3%	+$137K	0.86%	31
2025 Q3	$4.84M	Buy	+6,595	New	+$4.91M	0.96%	26
2025 Q1	$3.29M	Buy	+5,706	New	+$3.68M	0.72%	34
2024 Q2	$3.15M	Sell	6,231 -198	-3%	-$96.2K	0.79%	33
2024 Q1	$2.28M	Sell	6,429 -1	-0%	-$446	0.64%	33
2023 Q4	$2.28M	Buy	+6,430	New	+$2.09M	0.64%	33
2021 Q3	$954K	Sell	1,878 -2,068	-52%	-$745K	0.45%	38
2021 Q2	$1.72M	Buy	+3,946	New	+$1.27M	0.61%	31
2020 Q4	$592K	Buy	+2,187	New	+$600K	0.54%	47
2019 Q4	$318K	Sell	948 -166	-15%	-$32.2K	0.22%	49
2019 Q3	$198K	Sell	1,114 -369	-25%	-$70.1K	0.17%	117
2019 Q2	$286K	Buy	1,483 +517	+54%	+$94.5K	0.23%	101
2019 Q1	$163K	Buy	+966	New	+$154K	0.13%	159
2018 Q3	$164K	Buy	1,147 +62	+6%	+$11.2K	0.17%	151
2018 Q2	$196K	Sell	1,085 -219	-17%	-$39.6K	0.18%	115
2018 Q1	$229K	Buy	+1,304	New	+$234K	0.23%	74

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Financial Gravity Asset Management's META Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Meta Platforms (Facebook) (META) stake by 0.1% in Q1 2026, selling an estimated $4.49K and leaving 6,793 shares worth $3.89M. The position accounts for 0.69% of the portfolio, ranked #39.

Financial Gravity Asset Management first reported a position in META in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.84M in Q3 2025. 5,095 funds tracked by Wall St. Rank hold META as of Q1 2026.

Financial Gravity Asset Management held 6,793 shares of Meta Platforms (Facebook) worth $3.89M as of Q1 2026.
Financial Gravity Asset Management sold 7 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.49K.
Meta Platforms (Facebook) made up 0.69% of Financial Gravity Asset Management's portfolio in Q1 2026, its #39 holding.
Financial Gravity Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Meta Platforms (Facebook) position peaked at $4.84M in Q3 2025.
5,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.