MWM
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Mindset Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Mindset 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 		$7.16M Buy
12,714
+7,311
+135% +$4.47M 1.38% 5
2026
Q1 		$3.09M Buy
5,403
+101
+2% +$64.7K 0.83% 9
2025
Q4 		$3.5M Buy
5,302
+272
+5% +$182K 0.92% 7
2025
Q3 		$3.69M Buy
5,030
+628
+14% +$467K 1.01% 7
2025
Q2 		$3.25M Sell
4,402
-88
-2% -$54.4K 1.06% 5
2025
Q1 		$2.59M Buy
4,490
+450
+11% +$290K 1.01% 6
2024
Q4 		$2.37M Sell
4,040
-38
-0.9% -$22.3K 0.86% 9
2024
Q3 		$2.33M Buy
+4,078
New +$2.1M 0.96% 6

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mindset Wealth Management's META Position: Q2 2026 in Review

Mindset Wealth Management increased its Meta Platforms (Facebook) (META) stake by 135% in Q2 2026, buying an estimated $4.47M and bringing the position to 12,714 shares worth $7.16M. The position accounts for 1.38% of the portfolio, ranked #5.

Mindset Wealth Management first reported a position in META in Q3 2024 and has held it in 8 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mindset Wealth Management held 12,714 shares of Meta Platforms (Facebook) worth $7.16M as of Q2 2026.
  • Mindset Wealth Management bought 7,311 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.47M.
  • Meta Platforms (Facebook) made up 1.38% of Mindset Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Mindset Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.