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Herold Advisors’s Meta Platforms (Facebook) META Stock Holding History

Herold Advisors’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 		$4.01M Sell
7,011
-50
-0.7% -$32K 0.88% 28
2025
Q4 		$4.66M Sell
7,061
-280
-4% -$187K 1.04% 20
2025
Q3 		$5.39M Sell
7,341
-2,063
-22% -$1.54M 1.25% 17
2025
Q2 		$6.94M Sell
9,404
-475
-5% -$294K 1.46% 12
2025
Q1 		$5.7M Sell
9,879
-348
-3% -$225K 1.25% 16
2024
Q4 		$5.99M Sell
10,227
-339
-3% -$199K 1.31% 15
2024
Q3 		$6.05M Sell
10,566
-802
-7% -$413K 1.31% 13
2024
Q2 		$5.73M Buy
11,368
+2,958
+35% +$1.44M 1.33% 14
2024
Q1 		$4.08M Buy
8,410
+245
+3% +$109K 0.99% 19
2023
Q4 		$2.89M Buy
8,165
+46
+0.6% +$15K 0.8% 35
2023
Q3 		$2.44M Sell
8,119
-186
-2% -$56K 0.74% 34
2023
Q2 		$2.38M Sell
8,305
-465
-5% -$115K 0.73% 32
2023
Q1 		$1.86M Buy
8,770
+2,435
+38% +$415K 0.64% 44
2022
Q4 		$762K Buy
6,335
+135
+2% +$15.9K 0.32% 93
2022
Q3 		$841K Buy
6,200
+190
+3% +$30.8K 0.4% 84
2022
Q2 		$969K Hold
6,010
– – 0.43% 79
2022
Q1 		$1.34M Sell
6,010
-450
-7% -$112K 0.48% 67
2021
Q4 		$2.17M Sell
6,460
-60
-0.9% -$19.9K 0.84% 31
2021
Q3 		$2.21M Buy
+6,520
New +$2.35M 0.86% 25

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

Herold Advisors's META Position: Q1 2026 in Review

Herold Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.71% in Q1 2026, selling an estimated $32K and leaving 7,011 shares worth $4.01M. The position accounts for 0.88% of the portfolio, ranked #28.

Herold Advisors first reported a position in META in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.94M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Herold Advisors held 7,011 shares of Meta Platforms (Facebook) worth $4.01M as of Q1 2026.
  • Herold Advisors sold 50 Meta Platforms (Facebook) shares in Q1 2026, an estimated $32K.
  • Meta Platforms (Facebook) made up 0.88% of Herold Advisors's portfolio in Q1 2026, its #28 holding.
  • Herold Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Meta Platforms (Facebook) position peaked at $6.94M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.