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McCarter Private Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

McCarter Private Wealth Services’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 		$2.65M Buy
4,637
+355
+8% +$228K 1.15% 26
2025
Q4 		$2.83M Buy
4,282
+164
+4% +$110K 1.27% 24
2025
Q3 		$3.02M Sell
4,118
-36
-0.9% -$26.8K 1.55% 23
2025
Q2 		$3.07M Buy
4,154
+44
+1% +$27.2K 1.75% 19
2025
Q1 		$2.37M Buy
4,110
+278
+7% +$179K 1.55% 23
2024
Q4 		$2.24M Sell
3,832
-36
-0.9% -$21.1K 1.42% 23
2024
Q3 		$2.21M Buy
+3,868
New +$1.99M 1.4% 24

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

McCarter Private Wealth Services's META Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Meta Platforms (Facebook) (META) stake by 8.3% in Q1 2026, buying an estimated $228K and bringing the position to 4,637 shares worth $2.65M. The position accounts for 1.15% of the portfolio, ranked #26.

McCarter Private Wealth Services first reported a position in META in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • McCarter Private Wealth Services held 4,637 shares of Meta Platforms (Facebook) worth $2.65M as of Q1 2026.
  • McCarter Private Wealth Services bought 355 Meta Platforms (Facebook) shares in Q1 2026, an estimated $228K.
  • Meta Platforms (Facebook) made up 1.15% of McCarter Private Wealth Services's portfolio in Q1 2026, its #26 holding.
  • McCarter Private Wealth Services first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Meta Platforms (Facebook) position peaked at $3.07M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.