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Heritage Wealth Management (Ohio)’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Management (Ohio)’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 		$847K Buy
1,480
+1,114
+304% +$714K 0.42% 64
2025
Q4 		$242K Buy
366
+12
+3% +$8.01K 0.07% 229
2025
Q3 		$260K Sell
354
-12
-3% -$8.93K 0.08% 211
2025
Q2 		$270K Buy
+366
New +$226K 0.09% 192
2024
Q3 		– Sell
-395
Closed -$213K – 230
2024
Q2 		$213K Buy
+395
New +$192K 0.07% 211

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

Heritage Wealth Management (Ohio)'s META Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Meta Platforms (Facebook) (META) stake by 304% in Q1 2026, buying an estimated $714K and bringing the position to 1,480 shares worth $847K. The position accounts for 0.42% of the portfolio, ranked #64.

Heritage Wealth Management (Ohio) first reported a position in META in Q2 2024 and has held it in 5 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 1,480 shares of Meta Platforms (Facebook) worth $847K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 1,114 Meta Platforms (Facebook) shares in Q1 2026, an estimated $714K.
  • Meta Platforms (Facebook) made up 0.42% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #64 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 5 quarters since.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.