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Financial Symmetry’s Meta Platforms (Facebook) META Stock Holding History

Financial Symmetry’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 		– Sell
-480
Closed -$317K – 66
2025
Q4 		$317K Buy
+480
New +$321K 0.13% 45
2025
Q2 		– Sell
-444
Closed -$256K – 52
2025
Q1 		$256K Buy
444
+56
+14% +$36.1K 0.16% 44
2024
Q4 		$227K Hold
388
– – 0.15% 39
2024
Q3 		$222K Buy
+388
New +$200K 0.16% 42

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

Financial Symmetry's META Position: Q1 2026 in Review

Financial Symmetry sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 480 shares — an estimated $317K sold.

Financial Symmetry first reported a position in META in Q3 2024 and held it in 4 quarters. The position peaked at $317K in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Financial Symmetry reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Financial Symmetry sold 480 Meta Platforms (Facebook) shares in Q1 2026, an estimated $317K.
  • Financial Symmetry first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 4 quarters.
  • Financial Symmetry's Meta Platforms (Facebook) position peaked at $317K in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Financial Symmetry's 13F filing for Q1 2026, filed 11 May 2026.