MFG
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Mosaic Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Mosaic Financial Group’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 		$222K Sell
389
-592
-60% -$379K 0.16% 119
2025
Q4 		$648K Sell
981
-57
-5% -$38.1K 0.44% 50
2025
Q3 		$762K Hold
1,038
– – 0.54% 43
2025
Q2 		$766K Buy
1,038
+411
+66% +$254K 0.59% 42
2025
Q1 		$361K Buy
627
+1
+0.2% +$645 0.29% 72
2024
Q4 		$367K Buy
+626
New +$367K 0.26% 76

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

Mosaic Financial Group's META Position: Q1 2026 in Review

Mosaic Financial Group reduced its Meta Platforms (Facebook) (META) stake by 60% in Q1 2026, selling an estimated $379K and leaving 389 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #119.

Mosaic Financial Group first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $766K in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Mosaic Financial Group held 389 shares of Meta Platforms (Facebook) worth $222K as of Q1 2026.
  • Mosaic Financial Group sold 592 Meta Platforms (Facebook) shares in Q1 2026, an estimated $379K.
  • Meta Platforms (Facebook) made up 0.16% of Mosaic Financial Group's portfolio in Q1 2026, its #119 holding.
  • Mosaic Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Mosaic Financial Group's Meta Platforms (Facebook) position peaked at $766K in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.