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Fiscal Wisdom Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Fiscal Wisdom 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
Q2 		$273K Buy
+485
New +$297K 0.23% 77
2026
Q1 		– Sell
-313
Closed -$207K – 99
2025
Q4 		$207K Hold
313
– – 0.19% 80
2025
Q3 		$230K Buy
+313
New +$233K 0.22% 66

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

Fiscal Wisdom Wealth Management's META Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 485 shares worth $273K. The stake represents 0.23% of the portfolio and ranks #77 among its holdings. This is a return to the name: Fiscal Wisdom Wealth Management previously reported a position in META as recently as Q4 2025.

Fiscal Wisdom Wealth Management first reported a position in META in Q3 2025 and has held it in 3 quarters since. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 485 shares of Meta Platforms (Facebook) worth $273K as of Q2 2026.
  • Meta Platforms (Facebook) was a new Fiscal Wisdom Wealth Management position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.23% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 3 quarters since.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.