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High Point Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

High Point 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 		$483K Sell
858
-195
-19% -$119K 0.4% 62
2026
Q1 		$602K Buy
1,053
+436
+71% +$279K 0.58% 46
2025
Q4 		$407K Buy
+617
New +$412K 0.38% 61

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Point Wealth Management's META Position: Q2 2026 in Review

High Point Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $119K and leaving 858 shares worth $483K. The position accounts for 0.4% of the portfolio, ranked #62.

High Point Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q1 2026. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • High Point Wealth Management held 858 shares of Meta Platforms (Facebook) worth $483K as of Q2 2026.
  • High Point Wealth Management sold 195 Meta Platforms (Facebook) shares in Q2 2026, an estimated $119K.
  • Meta Platforms (Facebook) made up 0.4% of High Point Wealth Management's portfolio in Q2 2026, its #62 holding.
  • High Point Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Meta Platforms (Facebook) position peaked at $602K in Q1 2026.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.