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

Guardian Financial 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 		– Sell
-796
Closed -$526K – 70
2025
Q4 		$526K Sell
796
-302
-28% -$202K 0.22% 49
2025
Q3 		$806K Buy
1,098
+200
+22% +$149K 0.34% 39
2025
Q2 		$663K Buy
898
+168
+23% +$104K 0.3% 42
2025
Q1 		$421K Buy
730
+160
+28% +$103K 0.2% 48
2024
Q4 		$334K Buy
+570
New +$335K 0.2% 43
2024
Q2 		– Sell
-455
Closed -$221K – 46
2024
Q1 		$221K Buy
+455
New +$203K 0.15% 45
2022
Q1 		– Sell
-655
Closed -$220K – 41
2021
Q4 		$220K Buy
+655
New +$217K 0.21% 36

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Guardian Financial Partners's META Position: Q1 2026 in Review

Guardian Financial Partners sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 796 shares — an estimated $526K sold.

Guardian Financial Partners first reported a position in META in Q4 2021 and held it in 7 quarters. The position peaked at $806K in Q3 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Guardian Financial Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Guardian Financial Partners sold 796 Meta Platforms (Facebook) shares in Q1 2026, an estimated $526K.
  • Guardian Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 7 quarters.
  • Guardian Financial Partners's Meta Platforms (Facebook) position peaked at $806K in Q3 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Guardian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.